INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 29 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,960 | -6.4% | 400 | +100.0% | 0.00% | – |
| Q1 2024 | $6,366 | +16.2% | 200 | 0.0% | 0.00% | – |
| Q4 2023 | $5,477 | +6.9% | 200 | 0.0% | 0.00% | – |
| Q3 2023 | $5,123 | +0.5% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $5,099 | +1.8% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $5,010 | -1.3% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $5,075 | +26.9% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $6,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 751,465 | $19,771,033 | 7.65% |
| Latitude Advisors, LLC | 69,243 | $1,765,248 | 1.23% |
| BlackDiamond Wealth Management, LLC | 46,228 | $1,232,947 | 1.04% |
| KLR INVESTMENT ADVISORS, LLC | 36,383 | $935,749 | 0.77% |
| Ellis Investment Partners, LLC | 54,481 | $1,388,923 | 0.34% |
| Truadvice, LLC | 14,739 | $390,716 | 0.14% |
| Onyx Bridge Wealth Group LLC | 16,755 | $427,145 | 0.10% |
| RFG Advisory, LLC | 58,113 | $1,481,498 | 0.07% |
| Sowell Financial Services LLC | 17,994 | $459,000 | 0.03% |
| Kingsview Wealth Management, LLC | 25,261 | $643,994 | 0.02% |