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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $375,000 | +14.0% | 12,535 | -13.6% | 0.01% | 0.0% |
| Q3 2020 | $329,000 | +5.4% | 14,503 | +5.0% | 0.01% | 0.0% |
| Q2 2020 | $312,000 | +23.8% | 13,815 | +5.4% | 0.01% | -25.0% |
| Q1 2020 | $252,000 | -28.8% | 13,102 | +4.4% | 0.01% | -27.3% |
| Q4 2019 | $354,000 | +19.6% | 12,544 | +11.4% | 0.01% | -8.3% |
| Q3 2019 | $296,000 | +7.2% | 11,258 | +8.9% | 0.01% | 0.0% |
| Q2 2019 | $276,000 | +26.6% | 10,338 | +24.7% | 0.01% | -7.7% |
| Q1 2019 | $218,000 | -7.6% | 8,288 | +3.3% | 0.01% | 0.0% |
| Q3 2018 | $236,000 | – | 8,026 | – | 0.01% | – |
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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% |