NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 52 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 1,039,580 | $36,834,000 | 11.61% |
| Paradiem, LLC | 225,669 | $8,508,000 | 2.54% |
| Legacy Wealth Asset Management, LLC | 90,520 | $3,207,000 | 1.47% |
| Inspire Investing, LLC | 307,133 | $10,882,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 174,900 | $6,197,000 | 1.02% |
| LVZ, Inc. | 104,286 | $3,695,000 | 0.53% |
| PAX Financial Group, LLC | 39,240 | $1,390,000 | 0.34% |
| Keel Point, LLC | 67,095 | $2,377,000 | 0.31% |
| AlphaStar Capital Management, LLC | 96,729 | $3,542,000 | 0.24% |
| Delta Investment Management, LLC | 18,983 | $673,000 | 0.21% |