INVESTMENT MANAGERS SER TR's ticker is and the CUSIP is 461418444. A total of 4 filers reported holding INVESTMENT MANAGERS SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $199 | -99.9% | 10,131 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $176,000 | -7.9% | 10,121 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $191,000 | -17.7% | 10,121 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $232,000 | -17.1% | 10,121 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $280,000 | +5.7% | 10,121 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $265,000 | 0.0% | 9,672 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $265,000 | +10.9% | 9,672 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $239,000 | -0.4% | 9,672 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $240,000 | +17.1% | 9,672 | +1.5% | 0.01% | +16.7% |
| Q3 2020 | $205,000 | +2.5% | 9,531 | -25.0% | 0.01% | -25.0% |
| Q1 2020 | $200,000 | – | 12,708 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dempze Nancy E | 79,857 | $2,190,000 | 1.72% |
| Notis-McConarty Edward | 30,389 | $833,000 | 0.30% |
| FULTON BANK, N.A. | 136,920 | $3,754,000 | 0.18% |
| MOTCO | 21,451 | $588,000 | 0.04% |
| Hemenway Trust Co LLC | 8,761 | $240,000 | 0.02% |
| NORTH STAR ASSET MANAGEMENT INC | 7,902 | $217,000 | 0.01% |
| GOFEN & GLOSSBERG LLC /IL/ | 9,672 | $265,000 | 0.01% |