INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 29 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
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 613,763 | $14,271,000 | 10.42% |
| Latitude Advisors, LLC | 160,962 | $3,743,000 | 3.44% |
| BlackDiamond Wealth Management, LLC | 57,229 | $1,366,000 | 1.70% |
| Ellis Investment Partners, LLC | 264,374 | $6,146,000 | 1.65% |
| Truadvice, LLC | 18,728 | $459,000 | 0.24% |
| RFG Advisory, LLC | 49,275 | $1,218,000 | 0.07% |
| Brookstone Capital Management | 53,771 | $1,240,000 | 0.03% |
| Laurel Wealth Advisors, Inc. | 10,905 | $254,000 | 0.03% |
| Kingsview Wealth Management, LLC | 20,969 | $488,000 | 0.02% |
| Mutual Advisors, LLC | 8,699 | $202,000 | 0.01% |