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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,016,083 | $37,327,000 | 12.15% |
| Paradiem, LLC | 227,064 | $8,214,000 | 2.55% |
| Inspire Investing, LLC | 377,665 | $13,874,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 85,562 | $3,143,000 | 1.40% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 172,567 | $6,339,000 | 1.10% |
| LVZ, Inc. | 96,716 | $3,553,000 | 0.52% |
| Keel Point, LLC | 80,987 | $2,975,000 | 0.33% |
| AlphaStar Capital Management, LLC | 68,872 | $2,536,000 | 0.32% |
| Delta Investment Management, LLC | 18,983 | $697,000 | 0.21% |
| PAX Financial Group, LLC | 20,733 | $762,000 | 0.19% |