INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 26 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $982,868 | +65.1% | 33,205 | +78.5% | 0.01% | +80.0% |
| Q2 2023 | $595,410 | -2.2% | 18,605 | -11.7% | 0.01% | -16.7% |
| Q1 2023 | $608,666 | +8.8% | 21,080 | +2.2% | 0.01% | -78.6% |
| Q4 2022 | $559,323 | +12.3% | 20,624 | +2.8% | 0.03% | +366.7% |
| Q3 2022 | $498,000 | +3.3% | 20,066 | +9.1% | 0.01% | +50.0% |
| Q2 2022 | $482,000 | – | 18,390 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arjuna Capital | 23,146 | $727,000 | 0.30% |
| ETFIDEA, LLC | 10,886 | $341,676 | 0.15% |
| PATHSTONE FAMILY OFFICE, LLC | 132,700 | $4,165,000 | 0.10% |
| Financial Architects, Inc | 11,496 | $361,000 | 0.05% |
| Laird Norton Wetherby Wealth Management, LLC | 23,394 | $734,000 | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 14,199 | $446,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10,331 | $324,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 42,172 | $1,324,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 63,792 | $2,002,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 106,580 | $3,345,000 | 0.01% |