· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $30.47Day −0.25%1Y +8.0%Off 52W high −3.2%Vol (1Y) 8.4%
Daily closing price, split-adjusted to the current basis; 2.4y shown of 600 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.5d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
IMAR is not in the screener universe.
| YTD+2.0% |
| 1Y+8.0% |
| Since incept. (ann.)+8.0% |
Total return through 2026-07-29 · series begins 2024-03-01. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)8.4% |
| Ann. volatility (3Y)9.3% |
| Sharpe (1Y)0.98 |
| Sharpe (3Y)0.88 |
| Max drawdown (1Y)−6.9% |
| Max drawdown (3Y)−9.1% |
| Beta (3Y vs SPY)0.30 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Creative Planning | 270,771 | $8M | — | new |
| ACCESS FINANCIAL SERVICES, INC. | 122,321 | $4M | — | new |
| Cetera Investment Advisers | 98,029 | $3M | — | +88.6% |
| Americana Partners, LLC | 92,179 | $3M | — | −15.2% |
| CORRADO ADVISORS, LLC | 87,374 | $3M | — | +436.8% |
| Beacon Pointe Advisors, LLC | 75,843 | $2M | — | new |
| Private Advisor Group, LLC | 73,615 | $2M | — | new |
| ENVESTNET ASSET MANAGEMENT INC | 70,203 | $2M | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for IMAR.
