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 | $2,055 | -34.2% | 69,431 | -30.5% | 0.00% | -33.3% |
| Q2 2023 | $3,124 | +29.9% | 99,917 | +20.0% | 0.01% | +20.0% |
| Q1 2023 | $2,405 | +5.9% | 83,292 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $2,272 | -99.9% | 83,805 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $2,100,000 | +6.7% | 84,611 | +12.6% | 0.01% | 0.0% |
| Q2 2022 | $1,968,000 | -8.2% | 75,115 | +9.9% | 0.01% | 0.0% |
| Q1 2022 | $2,144,000 | – | 68,318 | – | 0.01% | – |
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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% |