Values First Advisors, Inc. - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 41 filers reported holding NORTHERN LTS FD TR IV in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Values First Advisors, Inc. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$9,476
-5.4%
3120.0%0.01%0.0%
Q2 2023$10,012
+3.6%
312
+0.3%
0.01%0.0%
Q1 2023$9,665
-95.4%
311
-95.6%
0.01%
-95.9%
Q4 2022$211,460
+2249.6%
7,023
+1971.7%
0.15%
+2366.7%
Q3 2022$9,0000.0%339
+0.3%
0.01%0.0%
Q2 2022$9,000
+80.0%
338
+115.3%
0.01%
+100.0%
Q1 2022$5,000
-97.5%
157
-97.3%
0.00%
-97.5%
Q4 2021$204,000
+2166.7%
5,781
+2140.7%
0.12%
+1916.7%
Q3 2021$9,0000.0%2580.0%0.01%0.0%
Q2 2021$9,0000.0%2580.0%0.01%
-14.3%
Q1 2021$9,000
-91.4%
258
-92.6%
0.01%
-91.7%
Q4 2020$105,000
+1650.0%
3,506
+1258.9%
0.08%
+1300.0%
Q3 2020$6,0000.0%2580.0%0.01%0.0%
Q2 2020$6,000
+20.7%
2580.0%0.01%0.0%
Q1 2020$4,969
-96.5%
258
-94.8%
0.01%
-95.6%
Q4 2019$141,0004,9920.14%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 866,376$24,744,0006.92%
Paradiem, LLC 224,903$6,423,0002.43%
Inspire Investing, LLC 475,382$13,577,0001.80%
PAX Financial Group, LLC 199,925$5,710,0001.44%
Legacy Wealth Asset Management, LLC 115,392$3,296,0001.34%
CREATIVE FINANCIAL DESIGNS INC /ADV 207,734$5,933,0000.97%
LVZ, Inc. 115,052$3,286,0000.55%
Keel Point, LLC 49,028$1,581,0000.25%
AlphaStar Capital Management, LLC 88,254$2,521,0000.23%
EverSource Wealth Advisors, LLC 27,181$776,0000.20%
View complete list of NORTHERN LTS FD TR IV shareholders