NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,195 | +1.4% | 11,523 | +7.2% | 0.00% | 0.0% |
| Q2 2023 | $345,509 | +3.5% | 10,753 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $333,755 | +8.0% | 10,752 | +4.8% | 0.00% | -50.0% |
| Q4 2022 | $308,911 | +9.9% | 10,259 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $281,000 | +6.8% | 10,258 | +12.1% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | +46.1% | 9,149 | +69.5% | 0.00% | +100.0% |
| Q1 2022 | $180,000 | +205.1% | 5,398 | +222.7% | 0.00% | – |
| Q4 2021 | $59,000 | 0.0% | 1,673 | +1.5% | 0.00% | – |
| Q3 2021 | $59,000 | -3.3% | 1,649 | +0.1% | 0.00% | -100.0% |
| Q2 2021 | $61,000 | – | 1,648 | – | 0.00% | – |
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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% |