NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 61 filers reported holding NORTHERN LTS FD TR IV in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,182 | -3.8% | 63 | 0.0% | 0.00% | – |
| Q1 2024 | $2,269 | -97.4% | 63 | -97.5% | 0.00% | -100.0% |
| Q4 2023 | $88,578 | -34.1% | 2,553 | -42.3% | 0.02% | -45.9% |
| Q3 2023 | $134,415 | -4.0% | 4,423 | +1.4% | 0.04% | 0.0% |
| Q2 2023 | $140,087 | -9.4% | 4,360 | -12.4% | 0.04% | -14.0% |
| Q1 2023 | $154,579 | +106.2% | 4,980 | +100.0% | 0.04% | +95.5% |
| Q4 2022 | $74,974 | +10.3% | 2,490 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $68,000 | – | 2,490 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,071,521 | $37,760,000 | 10.69% |
| Paradiem, LLC | 225,780 | $7,388,000 | 2.41% |
| Inspire Investing, LLC | 358,903 | $12,648,000 | 1.45% |
| Legacy Wealth Asset Management, LLC | 101,367 | $3,572,000 | 1.21% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 188,326 | $6,637,000 | 1.00% |
| PAX Financial Group, LLC | 72,565 | $2,557,000 | 0.57% |
| LVZ, Inc. | 119,441 | $4,209,000 | 0.56% |
| Keel Point, LLC | 67,123 | $2,365,000 | 0.27% |
| AlphaStar Capital Management, LLC | 85,572 | $2,981,000 | 0.24% |
| Delta Investment Management, LLC | 18,983 | $669,000 | 0.19% |