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 | $7,785 | -5.8% | 256,177 | -0.6% | 0.56% | +171.8% |
| Q2 2023 | $8,266 | +3780.8% | 257,742 | +3657.2% | 0.21% | +1772.7% |
| Q1 2023 | $213 | -99.9% | 6,860 | -17.2% | 0.01% | -21.4% |
| Q1 2022 | $275,000 | +24.4% | 8,284 | +5.9% | 0.01% | -62.2% |
| Q4 2019 | $221,000 | -50.8% | 7,824 | -54.1% | 0.04% | -57.5% |
| Q3 2019 | $449,000 | +3.2% | 17,032 | +4.4% | 0.09% | -4.4% |
| Q2 2019 | $435,000 | +19.2% | 16,307 | +17.5% | 0.09% | -4.2% |
| Q1 2019 | $365,000 | +56.0% | 13,880 | +35.6% | 0.10% | +20.3% |
| Q4 2018 | $234,000 | – | 10,238 | – | 0.08% | – |
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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% |