INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 46 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $853,709 | -2.3% | 21,504 | -11.0% | 0.04% | -11.1% |
| Q2 2023 | $874,181 | +5.8% | 24,162 | +17.2% | 0.04% | -6.2% |
| Q1 2023 | $826,369 | -42.8% | 20,618 | -22.2% | 0.05% | -51.5% |
| Q4 2022 | $1,445,115 | -14.5% | 26,511 | -3.0% | 0.10% | -23.3% |
| Q3 2022 | $1,691,000 | – | 27,330 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CROWN ADVISORS MANAGEMENT, INC. | 100,000 | $6,187,000 | 6.14% |
| Lake Hills Wealth Management, LLC | 37,319 | $2,309,000 | 2.10% |
| Trek Financial, LLC | 100,691 | $6,230,000 | 0.66% |
| Stevard, LLC | 10,692 | $662,000 | 0.62% |
| Concentric Capital Strategies, LP | 26,291 | $1,627,000 | 0.57% |
| Insight Advisors, LLC/ PA | 18,924 | $1,171,000 | 0.46% |
| Samalin Investment Counsel, LLC | 8,906 | $551,000 | 0.40% |
| TCG Advisory Services, LLC | 17,084 | $1,057,000 | 0.32% |
| Sovereign Financial Group, Inc. | 8,750 | $541,000 | 0.22% |
| Cutler Group LLC / CA | 50,228 | $3,107,000 | 0.21% |