INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X867. A total of 13 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,442,136 | +98.8% | 259,918 | +98.1% | 0.00% | – |
| Q2 2023 | $4,246,247 | -30.5% | 131,219 | -8.7% | 0.00% | – |
| Q1 2023 | $6,110,957 | -18.0% | 143,652 | +53.0% | 0.00% | -100.0% |
| Q4 2022 | $7,449,576 | +96.1% | 93,918 | +4.9% | 0.00% | +100.0% |
| Q3 2022 | $3,798,000 | – | 89,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antipodean Advisors LLC | 75,000 | $3,190,500 | 19.74% |
| DRIVE WEALTH MANAGEMENT, LLC | 11,500 | $489,210 | 0.20% |
| Samalin Investment Counsel, LLC | 6,557 | $278,945 | 0.17% |
| Insight Advisors, LLC/ PA | 15,555 | $661,697 | 0.16% |
| Cedar Wealth Management, LLC | 4,138 | $176,031 | 0.07% |
| Headlands Technologies LLC | 1,306 | $55,557 | 0.04% |
| Advisory Services Network, LLC | 11,154 | $474,476 | 0.01% |
| Bleakley Financial Group, LLC | 4,751 | $202,113 | 0.01% |
| Simplicity Solutions, LLC | 4,751 | $202,113 | 0.01% |
| Cutler Group LLC / CA | 1,010 | $42 | 0.00% |