INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 38 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $73,434 | -1.4% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $74,503 | +10.4% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $67,466 | +12.2% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $60,118 | -5.3% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,506 | +8.3% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $58,643 | +6.5% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $55,081 | +10.2% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $50,000 | -5.7% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $53,000 | -17.2% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $64,000 | – | 2,031 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 86,953 | $3,144 | 1.75% |
| IMPACTfolio, LLC | 41,698 | $1,507,654 | 0.84% |
| SEEDS INVESTOR LLC | 37,192 | $1,344,744 | 0.69% |
| WCG Wealth Advisors LLC | 253,075 | $9,150 | 0.68% |
| PFG Investments, LLC | 224,657 | $8,122,816 | 0.58% |
| First Affirmative Financial Network | 11,516 | $416,366 | 0.29% |
| ETFIDEA, LLC | 16,327 | $590,344 | 0.20% |
| DENVER WEALTH MANAGEMENT, INC. | 9,779 | $353,573 | 0.18% |
| Arjuna Capital | 8,909 | $322,131 | 0.09% |
| Householder Group Estate & Retirement Specialist, LLC | 3,114 | $112 | 0.03% |