NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 57 filers reported holding NORTHERN LTS FD TR IV in Q2 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 | 1,039,580 | $36,834,000 | 11.61% |
| Paradiem, LLC | 225,669 | $8,508,000 | 2.54% |
| Legacy Wealth Asset Management, LLC | 90,520 | $3,207,000 | 1.47% |
| Inspire Investing, LLC | 307,133 | $10,882,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 174,900 | $6,197,000 | 1.02% |
| LVZ, Inc. | 104,286 | $3,695,000 | 0.53% |
| PAX Financial Group, LLC | 39,240 | $1,390,000 | 0.34% |
| Keel Point, LLC | 67,095 | $2,377,000 | 0.31% |
| AlphaStar Capital Management, LLC | 96,729 | $3,542,000 | 0.24% |
| Delta Investment Management, LLC | 18,983 | $673,000 | 0.21% |