ZEVIN ASSET MANAGEMENT LLC - INVESTMENT MANAGERS SER TR ownership

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INVESTMENT MANAGERS SER TR's ticker is and the CUSIP is 461418444. A total of 6 filers reported holding INVESTMENT MANAGERS SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of INVESTMENT MANAGERS SER TR
ValueSharesWeighting
Q2 2023$210
-6.7%
9,347
-9.7%
0.04%
-8.7%
Q1 2023$225
+10.8%
10,3470.0%0.05%
+4.5%
Q4 2022$203
-99.9%
10,3470.0%0.04%
+2.3%
Q3 2022$180,000
-7.7%
10,3470.0%0.04%
-2.3%
Q2 2022$195,000–10,347–0.04%–
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Other shareholders
INVESTMENT MANAGERS SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Dempze Nancy E 35,882$705,4470.69%
Notis-McConarty Edward 25,959$510,3600.21%
FULTON BANK, N.A. 130,178$2,5590.14%
ZEVIN ASSET MANAGEMENT LLC 10,347$2030.04%
Register Financial Advisors LLC 478$9,3950.01%
GOFEN & GLOSSBERG LLC /IL/ 10,131$1990.01%
View complete list of INVESTMENT MANAGERS SER TR shareholders