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 | 1,016,083 | $37,327,000 | 12.15% |
| Paradiem, LLC | 227,064 | $8,214,000 | 2.55% |
| Inspire Investing, LLC | 377,665 | $13,874,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 85,562 | $3,143,000 | 1.40% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 172,567 | $6,339,000 | 1.10% |
| LVZ, Inc. | 96,716 | $3,553,000 | 0.52% |
| Keel Point, LLC | 80,987 | $2,975,000 | 0.33% |
| AlphaStar Capital Management, LLC | 68,872 | $2,536,000 | 0.32% |
| Delta Investment Management, LLC | 18,983 | $697,000 | 0.21% |
| PAX Financial Group, LLC | 20,733 | $762,000 | 0.19% |