NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 36 filers reported holding NORTHERN LTS FD TR IV in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326 | +18.1% | 10,689 | +20.8% | 0.08% | -24.1% |
| Q1 2023 | $276 | -13.8% | 8,847 | -16.7% | 0.11% | -17.6% |
| Q4 2022 | $320 | -100.0% | 10,621 | -72.9% | 0.14% | -77.1% |
| Q2 2020 | $887,000 | +19.5% | 39,234 | +1.8% | 0.59% | +6.1% |
| Q1 2020 | $742,000 | -18.5% | 38,544 | +19.4% | 0.56% | +11.1% |
| Q4 2019 | $910,000 | +11.4% | 32,277 | +5.5% | 0.50% | -10.2% |
| Q2 2019 | $817,000 | – | 30,592 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,039,580 | $36,834,000 | 11.61% |
| Paradiem, LLC | 225,669 | $8,508,000 | 2.54% |
| Legacy Wealth Asset Management, LLC | 90,520 | $3,207,000 | 1.47% |
| Inspire Investing, LLC | 307,133 | $10,882,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 174,900 | $6,197,000 | 1.02% |
| LVZ, Inc. | 104,286 | $3,695,000 | 0.53% |
| PAX Financial Group, LLC | 39,240 | $1,390,000 | 0.34% |
| Keel Point, LLC | 67,095 | $2,377,000 | 0.31% |
| AlphaStar Capital Management, LLC | 96,729 | $3,542,000 | 0.24% |
| Delta Investment Management, LLC | 18,983 | $673,000 | 0.21% |