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 | $407,905 | -4.0% | 13,781 | +1.4% | 0.17% | -0.6% |
| Q2 2023 | $424,801 | +3.6% | 13,586 | -4.3% | 0.17% | -2.8% |
| Q1 2023 | $410,037 | +69.2% | 14,201 | +58.9% | 0.18% | +59.8% |
| Q4 2022 | $242,388 | +4.8% | 8,938 | -4.1% | 0.11% | -5.9% |
| Q3 2022 | $231,331 | -20.3% | 9,317 | -15.9% | 0.12% | -17.9% |
| Q2 2022 | $290,129 | -15.1% | 11,074 | +1.7% | 0.14% | -1.4% |
| Q1 2022 | $341,676 | – | 10,886 | – | 0.15% | – |
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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% |