NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 46 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,501 | -7.1% | 27,361 | -1.8% | 0.09% | -9.5% |
| Q2 2023 | $895,174 | +358.1% | 27,861 | +342.5% | 0.10% | +763.6% |
| Q1 2023 | $195,428 | +3.3% | 6,296 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $189,121 | -50.1% | 6,281 | -45.0% | 0.01% | -52.2% |
| Q1 2022 | $379,000 | +152.7% | 11,425 | +168.4% | 0.02% | +155.6% |
| Q4 2021 | $150,000 | -42.3% | 4,256 | -41.7% | 0.01% | -59.1% |
| Q1 2021 | $260,000 | – | 7,297 | – | 0.02% | – |
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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% |