INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 28 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251 | +13.6% | 8,493 | +20.4% | 0.01% | +9.1% |
| Q2 2023 | $221 | -9.8% | 7,055 | -16.9% | 0.01% | -8.3% |
| Q1 2023 | $245 | +6.5% | 8,493 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $230 | -99.9% | 8,493 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $211,000 | -5.4% | 8,493 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $223,000 | – | 8,493 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 32,986 | $819,000 | 0.71% |
| WCG Wealth Advisors LLC | 175,845 | $4,366,000 | 0.58% |
| First Affirmative Financial Network | 10,850 | $269,000 | 0.34% |
| Arjuna Capital | 21,681 | $538,000 | 0.26% |
| ETFIDEA, LLC | 9,317 | $231,331 | 0.12% |
| Financial Architects, Inc | 17,716 | $440,000 | 0.08% |
| WCG Wealth Advisors LLC | 15,107 | $375,000 | 0.05% |
| PATHSTONE FAMILY OFFICE, LLC | 196,720 | $4,884,279 | 0.04% |
| Laurel Wealth Planning LLC | 1,237 | $31,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9,244 | $230,000 | 0.02% |