INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 36 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
WCG Wealth Advisors LLC | 365,880 | $9,591,000 | 0.66% |
First Affirmative Financial Network | 12,800 | $335,000 | 0.38% |
Arjuna Capital | 22,981 | $602,000 | 0.29% |
DENVER WEALTH MANAGEMENT, INC. | 8,767 | $230,000 | 0.24% |
ETFIDEA, LLC | 11,074 | $290,129 | 0.14% |
PATHSTONE FAMILY OFFICE, LLC | 109,552 | $2,870,262 | 0.06% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11,383 | $298,000 | 0.02% |
Laird Norton Wetherby Wealth Management, LLC | 9,594 | $251,000 | 0.02% |
WEDBUSH SECURITIES INC | 8,493 | $223,000 | 0.01% |
Raymond James Financial Services Advisors, Inc. | 152,781 | $4,003,000 | 0.01% |