ENVESTNET ASSET MANAGEMENT INC - IMPACT SHS TR I ownership

IMPACT SHS TR I's ticker is WOMN and the CUSIP is 45259A100. A total of 21 filers reported holding IMPACT SHS TR I in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q3 2023$216,094
+3.3%
7,193
+5.4%
0.00%
Q2 2023$209,280
+4.5%
6,823
-3.7%
0.00%
Q1 2023$200,349
-51.4%
7,087
-39.6%
0.00%
Q4 2021$412,000
+42.6%
11,727
+32.9%
0.00%
Q3 2021$289,000
-19.0%
8,821
-18.7%
0.00%
Q2 2021$357,00010,8540.00%
Other shareholders
IMPACT SHS TR I shareholders Q2 2021
NameSharesValueWeighting ↓
South Shore Capital Advisors 16,450$541,0000.96%
Fulcrum Equity Management 73,359$2,412,0000.90%
PATHSTONE FAMILY OFFICE, LLC 6,528$215,0000.01%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,063$68,0000.00%
Bedel Financial Consulting, Inc. 167$5,0000.00%
Charter Oak Capital Management, LLC 150$5,0000.00%
CIBC Private Wealth Group, LLC 6,799$224,0000.00%
Asset Dedication, LLC 313$10,0000.00%
MORGAN STANLEY 3$00.00%
BLAIR WILLIAM & CO/IL 961$32,0000.00%
View complete list of IMPACT SHS TR I shareholders