NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 15 filers reported holding NORTHERN LTS FD TR IV in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $726,000 | -28.4% | 26,509 | -21.9% | 0.00% | – |
| Q4 2020 | $1,014,000 | -3.6% | 33,930 | -27.1% | 0.00% | – |
| Q2 2020 | $1,052,000 | -27.4% | 46,560 | -38.1% | 0.00% | -100.0% |
| Q1 2020 | $1,449,000 | +37.1% | 75,255 | +90.0% | 0.00% | – |
| Q2 2019 | $1,057,000 | -18.1% | 39,602 | -19.3% | 0.00% | -100.0% |
| Q1 2019 | $1,291,000 | +52.1% | 49,098 | +70.3% | 0.00% | – |
| Q3 2018 | $849,000 | -24.0% | 28,827 | -26.6% | 0.00% | -100.0% |
| Q2 2018 | $1,117,000 | +52.4% | 39,292 | +40.5% | 0.00% | – |
| Q1 2018 | $733,000 | – | 27,959 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 866,376 | $24,744,000 | 6.92% |
| Paradiem, LLC | 224,903 | $6,423,000 | 2.43% |
| Inspire Investing, LLC | 475,382 | $13,577,000 | 1.80% |
| PAX Financial Group, LLC | 199,925 | $5,710,000 | 1.44% |
| Legacy Wealth Asset Management, LLC | 115,392 | $3,296,000 | 1.34% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 207,734 | $5,933,000 | 0.97% |
| LVZ, Inc. | 115,052 | $3,286,000 | 0.55% |
| Keel Point, LLC | 49,028 | $1,581,000 | 0.25% |
| AlphaStar Capital Management, LLC | 88,254 | $2,521,000 | 0.23% |
| EverSource Wealth Advisors, LLC | 27,181 | $776,000 | 0.20% |