NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 45 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |