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 | 1,009,391 | $30,675,384 | 5.42% |
| Paradiem, LLC | 223,793 | $6,801,069 | 2.04% |
| PAX Financial Group, LLC | 273,620 | $8,315,312 | 1.90% |
| Legacy Wealth Asset Management, LLC | 121,625 | $3,696,169 | 1.36% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332,000 | $10,089,486 | 1.18% |
| Inspire Investing, LLC | 231,524 | $7,036,004 | 0.90% |
| CreativeOne Wealth, LLC | 256,177 | $7,785 | 0.56% |
| LVZ, Inc. | 108,312 | $3,291,601 | 0.53% |
| Revisor Wealth Management LLC | 15,125 | $459,649 | 0.39% |
| AlphaStar Capital Management, LLC | 74,819 | $2,273,749 | 0.28% |