NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 20 filers reported holding NORTHERN LTS FD TR IV in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $59,000 | -73.1% | 1,979 | -79.5% | 0.00% | – |
| Q3 2020 | $219,000 | -84.8% | 9,666 | -84.9% | 0.00% | – |
| Q2 2020 | $1,442,000 | -1.8% | 63,828 | -16.3% | 0.00% | – |
| Q1 2020 | $1,469,000 | -29.4% | 76,281 | +3.4% | 0.00% | – |
| Q4 2019 | $2,081,000 | +6.6% | 73,798 | -0.5% | 0.00% | – |
| Q3 2019 | $1,952,000 | +4.3% | 74,138 | +5.8% | 0.00% | – |
| Q2 2019 | $1,871,000 | +15.5% | 70,092 | +13.8% | 0.00% | – |
| Q1 2019 | $1,620,000 | -33.6% | 61,597 | -42.3% | 0.00% | – |
| Q4 2018 | $2,440,000 | -18.9% | 106,810 | +4.5% | 0.00% | – |
| Q3 2018 | $3,009,000 | – | 102,191 | – | 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% |