INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X586. A total of 10 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $359,085 | +17.3% | 10,855 | +0.1% | 0.26% | +10.2% |
| Q3 2023 | $306,160 | -12.6% | 10,841 | +0.3% | 0.24% | +2.2% |
| Q2 2023 | $350,128 | +1.3% | 10,804 | 0.0% | 0.23% | -5.0% |
| Q1 2023 | $345,704 | -53.0% | 10,804 | -57.0% | 0.24% | -60.4% |
| Q4 2022 | $735,000 | +137.9% | 25,104 | +141.5% | 0.61% | +133.2% |
| Q3 2022 | $309,000 | – | 10,395 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 825,036 | $24,165,315 | 12.09% |
| Green Alpha Advisors, LLC | 25,104 | $735,000 | 0.61% |
| BSW Wealth Partners | 14,899 | $436 | 0.09% |
| HARBOUR INVESTMENTS, INC. | 15,124 | $442,982 | 0.03% |
| Mutual Advisors, LLC | 11,859 | $347,363 | 0.02% |
| TRUIST FINANCIAL CORP | 25,952 | $760,125 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 23,939 | $701,178 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| JPMORGAN CHASE & CO | 158 | $5 | 0.00% |
| OSAIC HOLDINGS, INC. | 7,882 | $231,000 | 0.00% |