NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,156 | -5.4% | 170 | 0.0% | 0.00% | – |
| Q2 2023 | $5,451 | +3.5% | 170 | 0.0% | 0.00% | – |
| Q1 2023 | $5,266 | +3.1% | 170 | 0.0% | 0.00% | – |
| Q4 2022 | $5,108 | +27.7% | 170 | +0.6% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 169 | +0.6% | 0.00% | – |
| Q2 2022 | $4,000 | -33.3% | 168 | -14.7% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 197 | -11.3% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 222 | +8.8% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 204 | +0.5% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 203 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 203 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +50.0% | 203 | +0.5% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 202 | +0.5% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 201 | +0.5% | 0.00% | – |
| Q1 2020 | $3,000 | – | 200 | – | 0.00% | – |
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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% |