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 | $2,070,920 | -5.0% | 69,964 | +0.4% | 0.00% | -50.0% |
| Q2 2023 | $2,179,774 | -8.1% | 69,712 | -15.1% | 0.00% | 0.0% |
| Q1 2023 | $2,371,588 | +54.5% | 82,136 | +45.1% | 0.00% | +100.0% |
| Q4 2022 | $1,534,761 | +17.2% | 56,591 | +7.2% | 0.00% | 0.0% |
| Q3 2022 | $1,310,000 | 0.0% | 52,770 | +5.6% | 0.00% | 0.0% |
| Q2 2022 | $1,310,000 | – | 49,987 | – | 0.00% | – |
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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% |