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 | $507,562 | +0.8% | 16,642 | +6.2% | 0.01% | 0.0% |
Q2 2023 | $503,509 | +8.3% | 15,671 | +5.0% | 0.01% | 0.0% |
Q1 2023 | $465,038 | +11.9% | 14,929 | +8.2% | 0.01% | 0.0% |
Q4 2022 | $415,608 | +41.8% | 13,803 | +29.4% | 0.01% | +40.0% |
Q3 2022 | $293,146 | -1.6% | 10,668 | +2.4% | 0.01% | -16.7% |
Q2 2022 | $298,000 | -1.3% | 10,422 | +14.6% | 0.01% | +20.0% |
Q1 2022 | $302,000 | – | 9,095 | – | 0.01% | – |
Download |
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% |