WealthPlan Investment Management, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 194 filers reported holding KRANESHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q4 2023$243,389
-49.7%
11,769
-50.0%
0.04%
-54.7%
Q3 2023$483,715
+41.9%
23,527
+42.1%
0.09%
-15.7%
Q2 2023$340,771
-59.2%
16,558
-55.0%
0.10%
-29.2%
Q1 2023$835,072
-81.4%
36,755
-82.5%
0.14%
-54.1%
Q4 2022$4,493,187
-8.6%
209,766
-1.6%
0.31%
-12.5%
Q3 2022$4,917,000
-83.8%
213,233
-81.9%
0.36%
-82.9%
Q1 2022$30,315,0001,178,4282.10%
Other shareholders
KRANESHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 408,093$9,271,8769.32%
Schiavi & Co LLC 722,760$16,421,1037.11%
TERRIL BROTHERS, INC. 664,245$15,091,6467.09%
SimpliFi, Inc. 342,614$7,784,1963.83%
SevenOneSeven Capital Management 65,771$1,547,5923.49%
Faithward Advisors, LLC 628,331$14,784,6293.35%
Straight Path Wealth Management 158,319$3,596,9972.86%
Delos Wealth Advisors, LLC 98,322$2,233,8762.83%
BBJS FINANCIAL ADVISORS, LLC 193,835$4,403,9331.80%
Empire Financial Management Company, LLC 142,553$3,238,8121.32%
View complete list of KRANESHARES TR shareholders