NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 46 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. 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 | 1,037,806 | $32,213,508 | 7.38% |
| Paradiem, LLC | 224,554 | $6,970,156 | 2.16% |
| PAX Financial Group, LLC | 218,677 | $6,787,734 | 1.63% |
| Legacy Wealth Asset Management, LLC | 120,520 | $3,740,925 | 1.35% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 234,196 | $7,269,450 | 0.95% |
| Inspire Investing, LLC | 222,226 | $6,897,903 | 0.88% |
| LVZ, Inc. | 107,561 | $3,338,692 | 0.49% |
| AlphaStar Capital Management, LLC | 86,445 | $2,683,253 | 0.23% |
| Whitaker-Myers Wealth Managers, LTD. | 7,771 | $241,197 | 0.19% |
| EverSource Wealth Advisors, LLC | 39,518 | $1,226,631 | 0.15% |