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% | – |
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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% |