INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 37 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $798,238 | +178.8% | 22,077 | +182.9% | 0.01% | +85.7% |
| Q1 2024 | $286,311 | -48.9% | 7,805 | -53.7% | 0.01% | 0.0% |
| Q4 2023 | $560,454 | -2.1% | 16,872 | -12.8% | 0.01% | -61.1% |
| 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 ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 86,953 | $3,144 | 1.75% |
| IMPACTfolio, LLC | 41,698 | $1,507,654 | 0.84% |
| SEEDS INVESTOR LLC | 37,192 | $1,344,744 | 0.69% |
| WCG Wealth Advisors LLC | 253,075 | $9,150 | 0.68% |
| PFG Investments, LLC | 224,657 | $8,122,816 | 0.58% |
| First Affirmative Financial Network | 11,516 | $416,366 | 0.29% |
| ETFIDEA, LLC | 16,327 | $590,344 | 0.20% |
| DENVER WEALTH MANAGEMENT, INC. | 9,779 | $353,573 | 0.18% |
| Arjuna Capital | 8,909 | $322,131 | 0.09% |
| Householder Group Estate & Retirement Specialist, LLC | 3,114 | $112 | 0.03% |