INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 2 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 5.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,434 | -26.8% | 19,339 | -22.7% | 0.02% | -30.8% |
| Q2 2023 | $782,319 | +168503.2% | 25,019 | +46.3% | 0.03% | +36.8% |
| Q4 2022 | $464 | -99.8% | 17,097 | +112.6% | 0.02% | +533.3% |
| Q3 2022 | $200,000 | +22.0% | 8,043 | +28.8% | 0.00% | -25.0% |
| Q2 2022 | $164,000 | -87.6% | 6,245 | -85.2% | 0.00% | -69.2% |
| Q1 2022 | $1,324,000 | – | 42,172 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 513,526 | $15,200,370 | 10.96% |
| Colorado Capital Management, Inc. | 84,820 | $2,510 | 1.90% |
| PFG Investments, LLC | 160,462 | $4,749,672 | 0.89% |
| WCG Wealth Advisors LLC | 224,642 | $7,089 | 0.52% |
| First Affirmative Financial Network | 11,903 | $352,327 | 0.34% |
| ETFIDEA, LLC | 13,781 | $407,905 | 0.17% |
| DENVER WEALTH MANAGEMENT, INC. | 7,721 | $228,533 | 0.15% |
| MONEYWISE, INC. | 6,863 | $203,156 | 0.13% |
| Arjuna Capital | 9,814 | $290,502 | 0.10% |
| Avidian Wealth Solutions, LLC | 19,666 | $582,114 | 0.04% |