NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 34 filers reported holding NORTHERN LTS FD TR IV in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $357 | 0.0% | 10,308 | +4.0% | 0.00% | 0.0% |
| Q1 2024 | $357 | +23.1% | 9,911 | +18.5% | 0.00% | 0.0% |
| Q4 2023 | $290 | +19.8% | 8,364 | +4.9% | 0.00% | 0.0% |
| Q3 2023 | $242 | +5.2% | 7,976 | +11.6% | 0.00% | – |
| Q2 2023 | $230 | -99.9% | 7,149 | +11.7% | 0.00% | – |
| Q1 2022 | $212,000 | -6.2% | 6,401 | -20.4% | 0.00% | -100.0% |
| Q4 2019 | $226,000 | +7.1% | 8,045 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $211,000 | -1.4% | 8,045 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $214,000 | +1.4% | 8,045 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $211,000 | -16.3% | 8,045 | -6.1% | 0.00% | 0.0% |
| Q3 2018 | $252,000 | +10.0% | 8,571 | +6.2% | 0.00% | 0.0% |
| Q2 2018 | $229,000 | – | 8,071 | – | 0.00% | – |
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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% |