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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,087,000 | -0.2% | 31,376 | 0.0% | 0.10% | -6.5% |
| Q4 2023 | $1,089,000 | +14.2% | 31,376 | 0.0% | 0.11% | -24.1% |
| 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% | – |
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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% |