NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 52 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,561 | +82029.9% | 9,594 | -13.2% | 0.06% | +10.5% |
| Q2 2023 | $355 | +6.3% | 11,058 | +2.7% | 0.06% | +3.6% |
| Q1 2023 | $334 | -3.2% | 10,771 | -5.9% | 0.06% | -15.4% |
| Q4 2022 | $345 | -99.9% | 11,446 | +19.3% | 0.06% | +3.2% |
| Q3 2022 | $291,561 | -16.0% | 9,594 | -15.9% | 0.06% | -19.2% |
| Q2 2022 | $347,000 | -9.4% | 11,403 | -4.0% | 0.08% | 0.0% |
| Q1 2022 | $383,000 | – | 11,882 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 763,869 | $23,000,090 | 5.80% |
| Paradiem, LLC | 224,797 | $6,768,638 | 2.50% |
| Inspire Investing, LLC | 386,199 | $11,628,461 | 1.50% |
| Legacy Wealth Asset Management, LLC | 120,414 | $3,625,650 | 1.38% |
| PAX Financial Group, LLC | 178,730 | $5,381,560 | 1.37% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 238,082 | $7,168,652 | 1.06% |
| LVZ, Inc. | 116,907 | $3,520,068 | 0.55% |
| AlphaStar Capital Management, LLC | 90,095 | $2,712,760 | 0.28% |
| Whitaker-Myers Wealth Managers, LTD. | 7,744 | $233,175 | 0.22% |
| Keel Point, LLC | 32,762 | $986,477 | 0.16% |