NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,943,177 | -4.2% | 63,941 | +1.3% | 0.21% | -8.0% |
| Q2 2023 | $2,028,930 | +65.4% | 63,148 | +59.8% | 0.22% | +46.4% |
| Q1 2023 | $1,226,631 | +20.3% | 39,518 | +16.7% | 0.15% | -0.6% |
| Q4 2022 | $1,019,698 | +13.2% | 33,866 | +2.9% | 0.15% | -25.2% |
| Q3 2022 | $901,000 | +16.1% | 32,903 | +21.1% | 0.21% | +3.0% |
| Q2 2022 | $776,000 | -13.7% | 27,181 | +0.4% | 0.20% | -12.3% |
| Q1 2022 | $899,000 | +5188.2% | 27,076 | +5425.7% | 0.23% | +4460.0% |
| Q4 2021 | $17,000 | – | 490 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,066,564 | $37,959,000 | 13.72% |
| Paradiem, LLC | 228,158 | $8,342,000 | 2.75% |
| Inspire Investing, LLC | 388,825 | $13,838,000 | 2.12% |
| Legacy Wealth Asset Management, LLC | 83,984 | $2,989,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 193,834 | $6,899,000 | 1.35% |
| LVZ, Inc. | 98,470 | $3,505,000 | 0.54% |
| AlphaStar Capital Management, LLC | 62,953 | $2,247,000 | 0.35% |
| Keel Point, LLC | 86,633 | $3,083,000 | 0.30% |
| Delta Investment Management, LLC | 18,983 | $676,000 | 0.22% |
| Well Done, LLC | 16,885 | $601,000 | 0.14% |