KLR INVESTMENT ADVISORS, LLC - INVESTMENT MANAGERS SER TR I ownership

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INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 24 filers reported holding INVESTMENT MANAGERS SER TR I in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$882,286
-5.7%
35,221
-3.2%
0.80%
+4.2%
Q2 2023$935,749
+6.1%
36,383
+3.3%
0.77%
-0.8%
Q1 2023$882,286
+3.4%
35,221
+4.8%
0.78%
+10.5%
Q4 2022$852,959–33,614–0.70%–
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Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q1 2023
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 750,640$18,813,1487.95%
Latitude Advisors, LLC 77,246$1,935,0141.40%
BlackDiamond Wealth Management, LLC 51,683$1,279,4141.31%
KLR INVESTMENT ADVISORS, LLC 35,221$882,2860.78%
Ellis Investment Partners, LLC 111,414$2,790,9300.72%
Truadvice, LLC 16,087$401,2790.16%
Onyx Bridge Wealth Group LLC 15,031$376,5270.15%
RFG Advisory, LLC 57,583$1,442,4460.07%
Kingsview Wealth Management, LLC 24,708$618,9350.03%
Gladstone Institutional Advisory LLC 8,375$209,7940.01%
View complete list of INVESTMENT MANAGERS SER TR I shareholders