INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 28 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,089 | +0.3% | 224,642 | -0.9% | 0.52% | -37.1% |
| Q2 2023 | $7,065 | +27.7% | 226,722 | +18.4% | 0.82% | +16.4% |
| Q1 2023 | $5,531 | -99.9% | 191,557 | -0.3% | 0.71% | -0.8% |
| Q4 2022 | $5,208,793 | +9.9% | 192,065 | +0.6% | 0.72% | +14.0% |
| Q3 2022 | $4,741,000 | -50.6% | 190,952 | -47.8% | 0.63% | -4.6% |
| Q2 2022 | $9,591,000 | – | 365,880 | – | 0.66% | – |
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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% |