INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 20 filers reported holding INVESTMENT MANAGERS SER TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 32,986 | $819,000 | 0.71% |
| WCG Wealth Advisors LLC | 175,845 | $4,366,000 | 0.58% |
| First Affirmative Financial Network | 10,850 | $269,000 | 0.34% |
| Arjuna Capital | 21,681 | $538,000 | 0.26% |
| ETFIDEA, LLC | 9,317 | $231,331 | 0.12% |
| Financial Architects, Inc | 17,716 | $440,000 | 0.08% |
| WCG Wealth Advisors LLC | 15,107 | $375,000 | 0.05% |
| PATHSTONE FAMILY OFFICE, LLC | 196,720 | $4,884,279 | 0.04% |
| Laurel Wealth Planning LLC | 1,237 | $31,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9,244 | $230,000 | 0.02% |