Clayton Partners LLC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 56 filers reported holding INVESTMENT MANAGERS SER TR I in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clayton Partners LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$595,500
-63.4%
15,000
-66.7%
0.51%
-64.0%
Q2 2023$1,628,100
+35.4%
45,000
+50.0%
1.41%
+20.3%
Q1 2023$1,202,40030,0001.17%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q1 2023
NameSharesValueWeighting ↓
CROWN ADVISORS MANAGEMENT, INC. 100,000$6,187,0006.14%
Lake Hills Wealth Management, LLC 37,319$2,309,0002.10%
Trek Financial, LLC 100,691$6,230,0000.66%
Stevard, LLC 10,692$662,0000.62%
Concentric Capital Strategies, LP 26,291$1,627,0000.57%
Insight Advisors, LLC/ PA 18,924$1,171,0000.46%
Samalin Investment Counsel, LLC 8,906$551,0000.40%
TCG Advisory Services, LLC 17,084$1,057,0000.32%
Sovereign Financial Group, Inc. 8,750$541,0000.22%
Cutler Group LLC / CA 50,228$3,107,0000.21%
View complete list of INVESTMENT MANAGERS SER TR I shareholders