NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 60 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,066,564 | $37,959,000 | 13.72% |
| Paradiem, LLC | 228,158 | $8,342,000 | 2.75% |
| Inspire Investing, LLC | 388,825 | $13,838,000 | 2.12% |
| Legacy Wealth Asset Management, LLC | 83,984 | $2,989,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 193,834 | $6,899,000 | 1.35% |
| LVZ, Inc. | 98,470 | $3,505,000 | 0.54% |
| AlphaStar Capital Management, LLC | 62,953 | $2,247,000 | 0.35% |
| Keel Point, LLC | 86,633 | $3,083,000 | 0.30% |
| Delta Investment Management, LLC | 18,983 | $676,000 | 0.22% |
| Well Done, LLC | 16,885 | $601,000 | 0.14% |