Institute for Wealth Management, LLC. - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 13 filers reported holding NORTHERN LTS FD TR IV in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

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Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q1 2019$1,557,000
-23.8%
59,200
-14.8%
0.34%
-51.0%
Q3 2018$2,044,000
+177.0%
69,514
+149.1%
0.69%
+305.9%
Q4 2017$738,000–27,910–0.17%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2018
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,037,806$32,213,5087.38%
Paradiem, LLC 224,554$6,970,1562.16%
PAX Financial Group, LLC 218,677$6,787,7341.63%
Legacy Wealth Asset Management, LLC 120,520$3,740,9251.35%
CREATIVE FINANCIAL DESIGNS INC /ADV 234,196$7,269,4500.95%
Inspire Investing, LLC 222,226$6,897,9030.88%
LVZ, Inc. 107,561$3,338,6920.49%
AlphaStar Capital Management, LLC 86,445$2,683,2530.23%
Whitaker-Myers Wealth Managers, LTD. 7,771$241,1970.19%
EverSource Wealth Advisors, LLC 39,518$1,226,6310.15%
View complete list of NORTHERN LTS FD TR IV shareholders