NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 20 filers reported holding NORTHERN LTS FD TR IV in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,155,000 | +3.6% | 40,982 | -3.2% | 0.01% | -12.5% |
| Q3 2019 | $1,115,000 | -0.3% | 42,338 | +1.1% | 0.01% | 0.0% |
| Q2 2019 | $1,118,000 | +95.5% | 41,860 | +92.6% | 0.01% | +100.0% |
| Q1 2019 | $572,000 | +114.2% | 21,729 | +85.6% | 0.00% | +100.0% |
| Q4 2018 | $267,000 | -21.7% | 11,706 | +1.1% | 0.00% | -33.3% |
| Q3 2018 | $341,000 | +11.4% | 11,574 | -0.8% | 0.00% | 0.0% |
| Q2 2018 | $306,000 | 0.0% | 11,667 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $306,000 | -1.6% | 11,667 | -0.9% | 0.00% | 0.0% |
| Q4 2017 | $311,000 | +22.4% | 11,773 | +21.5% | 0.00% | 0.0% |
| Q3 2017 | $254,000 | +24.5% | 9,690 | +19.7% | 0.00% | +50.0% |
| Q2 2017 | $204,000 | +308.0% | 8,093 | +304.6% | 0.00% | +100.0% |
| Q1 2017 | $50,000 | – | 2,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,009,391 | $30,675,384 | 5.42% |
| Paradiem, LLC | 223,793 | $6,801,069 | 2.04% |
| PAX Financial Group, LLC | 273,620 | $8,315,312 | 1.90% |
| Legacy Wealth Asset Management, LLC | 121,625 | $3,696,169 | 1.36% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332,000 | $10,089,486 | 1.18% |
| Inspire Investing, LLC | 231,524 | $7,036,004 | 0.90% |
| CreativeOne Wealth, LLC | 256,177 | $7,785 | 0.56% |
| LVZ, Inc. | 108,312 | $3,291,601 | 0.53% |
| Revisor Wealth Management LLC | 15,125 | $459,649 | 0.39% |
| AlphaStar Capital Management, LLC | 74,819 | $2,273,749 | 0.28% |