NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,543 | +106.2% | 2,124 | +118.1% | 0.00% | +50.0% |
| Q2 2023 | $31,295 | +1340.2% | 974 | +1291.4% | 0.00% | – |
| Q1 2023 | $2,173 | +3.1% | 70 | 0.0% | 0.00% | – |
| Q4 2022 | $2,108 | +5.4% | 70 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -99.5% | 70 | -99.3% | 0.00% | -100.0% |
| Q3 2021 | $367,000 | +14.7% | 10,359 | +18.8% | 0.01% | +20.0% |
| Q2 2021 | $320,000 | +2.6% | 8,723 | -0.6% | 0.01% | -9.1% |
| Q1 2021 | $312,000 | – | 8,774 | – | 0.01% | – |
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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% |