NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 52 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,248 | -5.4% | 1,456 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $46,781 | -82.8% | 1,456 | -83.4% | 0.00% | -88.2% |
| Q1 2023 | $272,624 | +2.1% | 8,783 | -0.9% | 0.02% | +6.2% |
| Q4 2022 | $266,895 | +4.3% | 8,864 | -5.5% | 0.02% | -11.1% |
| Q3 2022 | $256,000 | +14.8% | 9,376 | +21.2% | 0.02% | +63.6% |
| Q2 2022 | $223,000 | +320.8% | 7,738 | +378.8% | 0.01% | +450.0% |
| Q1 2022 | $53,000 | +32.5% | 1,616 | +39.7% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | 0.0% | 1,157 | +15.6% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | +300.0% | 1,001 | +238.2% | 0.00% | – |
| Q2 2021 | $10,000 | 0.0% | 296 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 296 | +0.3% | 0.00% | – |
| Q4 2020 | $10,000 | +150.0% | 295 | +45.3% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 203 | +0.5% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 202 | +0.5% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 201 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 201 | +0.5% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |