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 Q1 2023. 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 | 866,376 | $24,744,000 | 6.92% |
| Paradiem, LLC | 224,903 | $6,423,000 | 2.43% |
| Inspire Investing, LLC | 475,382 | $13,577,000 | 1.80% |
| PAX Financial Group, LLC | 199,925 | $5,710,000 | 1.44% |
| Legacy Wealth Asset Management, LLC | 115,392 | $3,296,000 | 1.34% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 207,734 | $5,933,000 | 0.97% |
| LVZ, Inc. | 115,052 | $3,286,000 | 0.55% |
| Keel Point, LLC | 49,028 | $1,581,000 | 0.25% |
| AlphaStar Capital Management, LLC | 88,254 | $2,521,000 | 0.23% |
| EverSource Wealth Advisors, LLC | 27,181 | $776,000 | 0.20% |