NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 21 filers reported holding NORTHERN LTS FD TR IV in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $820,588 | -52.2% | 27,253 | -64.1% | 0.00% | -100.0% |
| Q2 2020 | $1,717,000 | +102.7% | 75,967 | +136.3% | 0.00% | 0.0% |
| Q3 2019 | $847,000 | -25.2% | 32,149 | -24.2% | 0.00% | -50.0% |
| Q2 2019 | $1,132,000 | +56.8% | 42,402 | +54.4% | 0.00% | +100.0% |
| Q1 2019 | $722,000 | +76.5% | 27,464 | +53.3% | 0.00% | 0.0% |
| Q4 2018 | $409,000 | +31.5% | 17,916 | +69.8% | 0.00% | 0.0% |
| Q3 2018 | $311,000 | -3.1% | 10,552 | -13.8% | 0.00% | 0.0% |
| Q3 2017 | $321,000 | – | 12,240 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,009,391 | $30,675,384 | 5.42% |
| Paradiem, LLC | 223,793 | $6,801,069 | 2.04% |
| PAX Financial Group, LLC | 273,620 | $8,315,312 | 1.90% |
| Legacy Wealth Asset Management, LLC | 121,625 | $3,696,169 | 1.36% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332,000 | $10,089,486 | 1.18% |
| Inspire Investing, LLC | 231,524 | $7,036,004 | 0.90% |
| CreativeOne Wealth, LLC | 256,177 | $7,785 | 0.56% |
| LVZ, Inc. | 108,312 | $3,291,601 | 0.53% |
| Revisor Wealth Management LLC | 15,125 | $459,649 | 0.39% |
| AlphaStar Capital Management, LLC | 74,819 | $2,273,749 | 0.28% |