NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 34 filers reported holding NORTHERN LTS FD TR IV in Q1 2020. 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 | 866,376 | $24,744,000 | 6.92% |
| Paradiem, LLC | 224,903 | $6,423,000 | 2.43% |
| Inspire Investing, LLC | 475,382 | $13,577,000 | 1.80% |
| PAX Financial Group, LLC | 199,925 | $5,710,000 | 1.44% |
| Legacy Wealth Asset Management, LLC | 115,392 | $3,296,000 | 1.34% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 207,734 | $5,933,000 | 0.97% |
| LVZ, Inc. | 115,052 | $3,286,000 | 0.55% |
| Keel Point, LLC | 49,028 | $1,581,000 | 0.25% |
| AlphaStar Capital Management, LLC | 88,254 | $2,521,000 | 0.23% |
| EverSource Wealth Advisors, LLC | 27,181 | $776,000 | 0.20% |