NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $43,000 | -2.3% | 1,202 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $44,000 | +2.3% | 1,202 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $43,000 | +19.4% | 1,202 | 0.0% | 0.03% | +6.9% |
| Q4 2020 | $36,000 | +33.3% | 1,202 | 0.0% | 0.03% | +20.8% |
| Q3 2020 | $27,000 | -12.9% | 1,202 | -12.3% | 0.02% | -20.0% |
| Q2 2020 | $31,000 | +19.2% | 1,370 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $26,000 | -23.5% | 1,370 | +12.1% | 0.03% | -6.2% |
| Q4 2019 | $34,000 | – | 1,222 | – | 0.03% | – |
Download | ||||||
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% |