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 | $2,614 | -18.6% | 86 | -14.0% | 0.00% | – |
| Q2 2023 | $3,213 | -48.2% | 100 | -50.0% | 0.00% | – |
| Q1 2023 | $6,208 | +92.7% | 200 | +86.9% | 0.00% | – |
| Q4 2022 | $3,222 | -46.3% | 107 | -48.6% | 0.00% | – |
| Q3 2022 | $6,000 | -25.0% | 208 | -25.7% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 280 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 280 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -9.1% | 280 | -13.3% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 323 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | – | 323 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,039,580 | $36,834,000 | 11.61% |
| Paradiem, LLC | 225,669 | $8,508,000 | 2.54% |
| Legacy Wealth Asset Management, LLC | 90,520 | $3,207,000 | 1.47% |
| Inspire Investing, LLC | 307,133 | $10,882,000 | 1.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 174,900 | $6,197,000 | 1.02% |
| LVZ, Inc. | 104,286 | $3,695,000 | 0.53% |
| PAX Financial Group, LLC | 39,240 | $1,390,000 | 0.34% |
| Keel Point, LLC | 67,095 | $2,377,000 | 0.31% |
| AlphaStar Capital Management, LLC | 96,729 | $3,542,000 | 0.24% |
| Delta Investment Management, LLC | 18,983 | $673,000 | 0.21% |