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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,357,000 | +115.1% | 70,451 | +214.6% | 0.20% | +9.2% |
| Q4 2019 | $631,000 | +27.0% | 22,392 | +18.7% | 0.18% | +21.1% |
| Q3 2019 | $497,000 | +3.5% | 18,863 | +5.0% | 0.15% | -6.2% |
| Q2 2019 | $480,000 | +8.8% | 17,962 | +7.1% | 0.16% | +58.8% |
| Q1 2019 | $441,000 | +20.5% | 16,779 | +4.8% | 0.10% | -10.5% |
| Q4 2018 | $366,000 | -17.4% | 16,014 | +6.5% | 0.11% | -1.7% |
| Q3 2018 | $443,000 | +7.5% | 15,036 | +3.7% | 0.12% | +2.7% |
| Q2 2018 | $412,000 | +9.3% | 14,502 | +1.0% | 0.11% | -1.7% |
| Q1 2018 | $377,000 | -50.1% | 14,360 | -46.7% | 0.12% | +0.9% |
| Q4 2017 | $755,000 | +133.7% | 26,950 | +119.1% | 0.11% | +11.8% |
| Q3 2017 | $323,000 | -2.4% | 12,300 | -6.3% | 0.10% | -9.7% |
| Q2 2017 | $331,000 | – | 13,124 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,066,564 | $37,959,000 | 13.72% |
| Paradiem, LLC | 228,158 | $8,342,000 | 2.75% |
| Inspire Investing, LLC | 388,825 | $13,838,000 | 2.12% |
| Legacy Wealth Asset Management, LLC | 83,984 | $2,989,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 193,834 | $6,899,000 | 1.35% |
| LVZ, Inc. | 98,470 | $3,505,000 | 0.54% |
| AlphaStar Capital Management, LLC | 62,953 | $2,247,000 | 0.35% |
| Keel Point, LLC | 86,633 | $3,083,000 | 0.30% |
| Delta Investment Management, LLC | 18,983 | $676,000 | 0.22% |
| Well Done, LLC | 16,885 | $601,000 | 0.14% |