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 | $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 ↓ |
|---|---|---|---|
| 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% |