| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 22 | 22 | 0.03% | 0.11% | 0.19% | Q3 2018 | Q4 2023 | 22 |
| GLENMEDE TRUST CO NA | 10 | 2 | 0.00% | 0.24% | 0.55% | Q3 2016 | Q1 2020 | 12 |
| GOFEN & GLOSSBERG LLC /IL/ | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 11 |
| MOTCO | 10 | 10 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2021 | 10 |
| Montecito Bank & Trust | 10 | 10 | 0.06% | 0.10% | 0.12% | Q1 2018 | Q2 2020 | 10 |
| Notis-McConarty Edward | 10 | 10 | 0.16% | 0.25% | 0.31% | Q2 2021 | Q3 2023 | 10 |
| Dempze Nancy E | 9 | 9 | 0.66% | 0.96% | 1.72% | Q3 2021 | Q3 2023 | 9 |
| ZEVIN ASSET MANAGEMENT LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
| TRUST CO OF VERMONT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
| Laffer Tengler Investments, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
| ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
| SOMERVILLE KURT F | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q1 2019 | 3 |
| ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.64% | 0.89% | 1.06% | Q4 2021 | Q2 2022 | 3 |
| NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
| Hemenway Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
| ORG Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
| Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own INVESTMENT MANAGERS SER TR or have owned INVESTMENT MANAGERS SER TR in the past.