NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $206,000 | +39.2% | 5,843 | +39.9% | 0.01% | +16.7% |
| Q3 2021 | $148,000 | +43.7% | 4,178 | +48.9% | 0.01% | +50.0% |
| Q2 2021 | $103,000 | +5050.0% | 2,806 | +5512.0% | 0.01% | – |
| Q1 2021 | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -94.4% | 50 | -94.6% | 0.00% | -100.0% |
| Q1 2020 | $18,000 | -43.8% | 924 | -17.7% | 0.00% | -33.3% |
| Q4 2019 | $32,000 | +10.3% | 1,123 | +1.4% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | – | 1,108 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,016,083 | $37,327,000 | 12.15% |
| Paradiem, LLC | 227,064 | $8,214,000 | 2.55% |
| Inspire Investing, LLC | 377,665 | $13,874,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 85,562 | $3,143,000 | 1.40% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 172,567 | $6,339,000 | 1.10% |
| LVZ, Inc. | 96,716 | $3,553,000 | 0.52% |
| Keel Point, LLC | 80,987 | $2,975,000 | 0.33% |
| AlphaStar Capital Management, LLC | 68,872 | $2,536,000 | 0.32% |
| Delta Investment Management, LLC | 18,983 | $697,000 | 0.21% |
| PAX Financial Group, LLC | 20,733 | $762,000 | 0.19% |