INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 40 filers reported holding INVESTMENT MANAGERS SER TR I in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,082,004 | -31.1% | 29,926 | -30.1% | 0.00% | -100.0% |
| Q1 2024 | $1,570,442 | +45.4% | 42,811 | +31.6% | 0.00% | – |
| Q4 2023 | $1,080,231 | +3.6% | 32,519 | -7.7% | 0.00% | – |
| Q3 2023 | $1,042,377 | -15.0% | 35,215 | -10.2% | 0.00% | -100.0% |
| Q2 2023 | $1,226,677 | +7.1% | 39,230 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $1,145,333 | +257.3% | 39,666 | +235.6% | 0.00% | – |
| Q4 2022 | $320,543 | +34.7% | 11,819 | +23.5% | 0.00% | – |
| Q3 2022 | $238,000 | -23.7% | 9,571 | -19.6% | 0.00% | – |
| Q2 2022 | $312,000 | -11.6% | 11,899 | +5.7% | 0.00% | – |
| Q1 2022 | $353,000 | – | 11,255 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arjuna Capital | 23,146 | $727,000 | 0.30% |
| ETFIDEA, LLC | 10,886 | $341,676 | 0.15% |
| PATHSTONE FAMILY OFFICE, LLC | 132,700 | $4,165,000 | 0.10% |
| Financial Architects, Inc | 11,496 | $361,000 | 0.05% |
| Laird Norton Wetherby Wealth Management, LLC | 23,394 | $734,000 | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 14,199 | $446,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10,331 | $324,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 42,172 | $1,324,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 63,792 | $2,002,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 106,580 | $3,345,000 | 0.01% |