INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 29 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,000 | +166.7% | 1,061 | +444.1% | 0.00% | – |
| Q1 2024 | $6,000 | -57.1% | 195 | -60.7% | 0.00% | – |
| Q4 2023 | $14,000 | +7.7% | 496 | -3.9% | 0.00% | – |
| Q3 2023 | $13,000 | -53.6% | 516 | -53.3% | 0.00% | – |
| Q2 2023 | $28,000 | -12.5% | 1,106 | -12.6% | 0.00% | – |
| Q1 2023 | $32,000 | -61.9% | 1,265 | -61.7% | 0.00% | – |
| Q4 2022 | $84,000 | -40.8% | 3,304 | -47.6% | 0.00% | – |
| Q3 2022 | $142,000 | -3.4% | 6,311 | -0.5% | 0.00% | – |
| Q2 2022 | $147,000 | -8.1% | 6,343 | +13.4% | 0.00% | – |
| Q1 2022 | $160,000 | – | 5,593 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 751,465 | $19,771,033 | 7.65% |
| Latitude Advisors, LLC | 69,243 | $1,765,248 | 1.23% |
| BlackDiamond Wealth Management, LLC | 46,228 | $1,232,947 | 1.04% |
| KLR INVESTMENT ADVISORS, LLC | 36,383 | $935,749 | 0.77% |
| Ellis Investment Partners, LLC | 54,481 | $1,388,923 | 0.34% |
| Truadvice, LLC | 14,739 | $390,716 | 0.14% |
| Onyx Bridge Wealth Group LLC | 16,755 | $427,145 | 0.10% |
| RFG Advisory, LLC | 58,113 | $1,481,498 | 0.07% |
| Sowell Financial Services LLC | 17,994 | $459,000 | 0.03% |
| Kingsview Wealth Management, LLC | 25,261 | $643,994 | 0.02% |