NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 46 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 1,009,391 | $30,675,384 | 5.42% |
| Paradiem, LLC | 223,793 | $6,801,069 | 2.04% |
| PAX Financial Group, LLC | 273,620 | $8,315,312 | 1.90% |
| Legacy Wealth Asset Management, LLC | 121,625 | $3,696,169 | 1.36% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 332,000 | $10,089,486 | 1.18% |
| Inspire Investing, LLC | 231,524 | $7,036,004 | 0.90% |
| CreativeOne Wealth, LLC | 256,177 | $7,785 | 0.56% |
| LVZ, Inc. | 108,312 | $3,291,601 | 0.53% |
| Revisor Wealth Management LLC | 15,125 | $459,649 | 0.39% |
| AlphaStar Capital Management, LLC | 74,819 | $2,273,749 | 0.28% |