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 | $455,662 | +4.0% | 15,394 | +9.9% | 0.04% | +6.1% |
| Q2 2023 | $438,165 | +5.3% | 14,013 | -2.8% | 0.03% | +3.1% |
| Q1 2023 | $416,249 | +33.6% | 14,416 | +25.5% | 0.03% | +28.0% |
| Q4 2022 | $311,581 | +35.5% | 11,489 | +24.3% | 0.02% | +13.6% |
| Q3 2022 | $230,000 | -22.8% | 9,244 | -18.8% | 0.02% | -12.0% |
| Q2 2022 | $298,000 | -8.0% | 11,383 | +10.2% | 0.02% | +4.2% |
| Q1 2022 | $324,000 | – | 10,331 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arjuna Capital | 23,146 | $727,000 | 0.30% |
| ETFIDEA, LLC | 10,886 | $341,676 | 0.15% |
| PATHSTONE FAMILY OFFICE, LLC | 132,700 | $4,165,000 | 0.10% |
| Financial Architects, Inc | 11,496 | $361,000 | 0.05% |
| Laird Norton Wetherby Wealth Management, LLC | 23,394 | $734,000 | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 14,199 | $446,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10,331 | $324,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 42,172 | $1,324,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 63,792 | $2,002,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 106,580 | $3,345,000 | 0.01% |