NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 32 filers reported holding NORTHERN LTS FD TR IV in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 763,869 | $23,000,090 | 5.80% |
| Paradiem, LLC | 224,797 | $6,768,638 | 2.50% |
| Inspire Investing, LLC | 386,199 | $11,628,461 | 1.50% |
| Legacy Wealth Asset Management, LLC | 120,414 | $3,625,650 | 1.38% |
| PAX Financial Group, LLC | 178,730 | $5,381,560 | 1.37% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 238,082 | $7,168,652 | 1.06% |
| LVZ, Inc. | 116,907 | $3,520,068 | 0.55% |
| AlphaStar Capital Management, LLC | 90,095 | $2,712,760 | 0.28% |
| Whitaker-Myers Wealth Managers, LTD. | 7,744 | $233,175 | 0.22% |
| Keel Point, LLC | 32,762 | $986,477 | 0.16% |