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 | $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% | – |
Download | ||||||
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% |