NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 10 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $98,000 | -12.5% | 2,816 | -9.5% | 0.00% | – |
| Q1 2024 | $112,000 | +3.7% | 3,110 | +0.3% | 0.00% | – |
| Q4 2023 | $108,000 | +14.9% | 3,102 | -0.1% | 0.00% | – |
| Q3 2023 | $94,000 | +54.1% | 3,105 | +63.0% | 0.00% | – |
| Q2 2023 | $61,000 | -4.7% | 1,905 | -8.2% | 0.00% | – |
| Q1 2023 | $64,000 | +1.6% | 2,076 | -1.0% | 0.00% | – |
| Q4 2022 | $63,000 | +133.3% | 2,096 | +114.3% | 0.00% | – |
| Q3 2022 | $27,000 | -6.9% | 978 | -4.2% | 0.00% | – |
| Q2 2022 | $29,000 | -61.8% | 1,021 | -55.6% | 0.00% | – |
| Q1 2022 | $76,000 | -26.2% | 2,302 | -21.6% | 0.00% | – |
| Q4 2021 | $103,000 | +60.9% | 2,936 | +62.4% | 0.00% | – |
| Q3 2021 | $64,000 | +966.7% | 1,808 | +714.4% | 0.00% | – |
| Q3 2017 | $6,000 | – | 222 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,071,521 | $37,760,000 | 10.69% |
| Paradiem, LLC | 225,780 | $7,388,000 | 2.41% |
| Inspire Investing, LLC | 358,903 | $12,648,000 | 1.45% |
| Legacy Wealth Asset Management, LLC | 101,367 | $3,572,000 | 1.21% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 188,326 | $6,637,000 | 1.00% |
| PAX Financial Group, LLC | 72,565 | $2,557,000 | 0.57% |
| LVZ, Inc. | 119,441 | $4,209,000 | 0.56% |
| Keel Point, LLC | 67,123 | $2,365,000 | 0.27% |
| AlphaStar Capital Management, LLC | 85,572 | $2,981,000 | 0.24% |
| Delta Investment Management, LLC | 18,983 | $669,000 | 0.19% |