NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 32 filers reported holding NORTHERN LTS FD TR IV in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365 | +62.2% | 12 | +71.4% | 0.00% | – |
| Q2 2023 | $225 | -99.8% | 7 | -99.8% | 0.00% | – |
| Q1 2023 | $127,264 | -6.1% | 4,100 | -8.9% | 0.00% | – |
| Q4 2022 | $135,495 | -14.8% | 4,500 | -22.4% | 0.00% | – |
| Q3 2022 | $159,000 | -22.1% | 5,800 | -19.0% | 0.00% | – |
| Q2 2022 | $204,000 | -16.0% | 7,158 | -2.3% | 0.00% | – |
| Q1 2022 | $243,000 | +1925.0% | 7,323 | +2010.4% | 0.00% | – |
| Q4 2021 | $12,000 | 0.0% | 347 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | -7.7% | 347 | -0.3% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 348 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | +20.0% | 348 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 348 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 348 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 348 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 348 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 348 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 348 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | – | 348 | – | 0.00% | – |
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% |