INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 2 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 5.3%.
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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 513,526 | $15,200,370 | 10.96% |
| Colorado Capital Management, Inc. | 84,820 | $2,510 | 1.90% |
| PFG Investments, LLC | 160,462 | $4,749,672 | 0.89% |
| WCG Wealth Advisors LLC | 224,642 | $7,089 | 0.52% |
| First Affirmative Financial Network | 11,903 | $352,327 | 0.34% |
| ETFIDEA, LLC | 13,781 | $407,905 | 0.17% |
| DENVER WEALTH MANAGEMENT, INC. | 7,721 | $228,533 | 0.15% |
| MONEYWISE, INC. | 6,863 | $203,156 | 0.13% |
| Arjuna Capital | 9,814 | $290,502 | 0.10% |
| Avidian Wealth Solutions, LLC | 19,666 | $582,114 | 0.04% |