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 4 filers reported holding INVESTMENT MANAGERS SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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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 Q3 2023
NameSharesValueWeighting ↓
Dempze Nancy E 35,882$735,5880.66%
Notis-McConarty Edward 19,049$390,5130.16%
FULTON BANK, N.A. 130,609$2,677,5040.13%
ORG Partners LLC 18,606$381,6120.11%
View complete list of INVESTMENT MANAGERS SER TR shareholders