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 | $611,908 | -4.8% | 20,673 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $642,897 | +0.4% | 20,561 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $640,421 | -49.6% | 22,180 | -52.7% | 0.00% | -66.7% |
| Q4 2022 | $1,270,009 | +5.1% | 46,850 | -3.7% | 0.00% | 0.0% |
| Q3 2022 | $1,208,000 | -8.9% | 48,668 | -3.9% | 0.00% | 0.0% |
| Q2 2022 | $1,326,000 | +624.6% | 50,626 | +766.4% | 0.00% | – |
| Q1 2022 | $183,000 | – | 5,843 | – | 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% |