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 | $954,000 | -7.6% | 31,376 | -2.4% | 0.14% | +17.5% |
Q2 2023 | $1,033,000 | +5.2% | 32,148 | +1.6% | 0.12% | -1.6% |
Q1 2023 | $982,000 | +3.2% | 31,630 | 0.0% | 0.12% | -10.9% |
Q4 2022 | $952,000 | +57.4% | 31,630 | +43.1% | 0.14% | +33.0% |
Q3 2022 | $605,000 | – | 22,101 | – | 0.10% | – |
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% |