INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 36 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,983 | -5.3% | 9,594 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $299,990 | +8.3% | 9,594 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $277,019 | +6.5% | 9,594 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $260,189 | +9.3% | 9,594 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $238,000 | -5.2% | 9,594 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $251,000 | -65.8% | 9,594 | -59.0% | 0.02% | -59.5% |
| Q1 2022 | $734,000 | – | 23,394 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WCG Wealth Advisors LLC | 365,880 | $9,591,000 | 0.66% |
| First Affirmative Financial Network | 12,800 | $335,000 | 0.38% |
| Arjuna Capital | 22,981 | $602,000 | 0.29% |
| DENVER WEALTH MANAGEMENT, INC. | 8,767 | $230,000 | 0.24% |
| ETFIDEA, LLC | 11,074 | $290,129 | 0.14% |
| PATHSTONE FAMILY OFFICE, LLC | 109,552 | $2,870,262 | 0.06% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11,383 | $298,000 | 0.02% |
| Laird Norton Wetherby Wealth Management, LLC | 9,594 | $251,000 | 0.02% |
| WEDBUSH SECURITIES INC | 8,493 | $223,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 152,781 | $4,003,000 | 0.01% |