NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 99 filers reported holding NORTHERN LTS FD TR IV in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $63,000 | +28.6% | 1,646 | +31.7% | 0.00% | – |
| Q1 2024 | $49,000 | +22.5% | 1,250 | +8.2% | 0.00% | – |
| Q4 2023 | $40,000 | +14.3% | 1,155 | +4.5% | 0.00% | – |
| Q3 2023 | $35,000 | -69.0% | 1,105 | -67.8% | 0.00% | – |
| Q2 2023 | $113,000 | +264.5% | 3,428 | +250.5% | 0.00% | – |
| Q1 2023 | $31,000 | +6.9% | 978 | 0.0% | 0.00% | – |
| Q4 2022 | $29,000 | +52.6% | 978 | +42.2% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 688 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | +25.0% | 688 | +52.2% | 0.00% | – |
| Q1 2022 | $16,000 | -38.5% | 452 | -32.6% | 0.00% | – |
| Q4 2021 | $26,000 | +333.3% | 671 | +347.3% | 0.00% | – |
| Q3 2021 | $6,000 | +100.0% | 150 | +87.5% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bare Financial Services, Inc | 437,959 | $17,110,418 | 9.00% |
| Inspire Advisors, LLC | 945,382 | $35,905,617 | 4.76% |
| Strategic Equity Management | 98,358 | $3,735,637 | 2.43% |
| Revisor Wealth Management LLC | 64,215 | $2,438,886 | 1.69% |
| AIFG Consultants Ltd. | 53,613 | $2,036,221 | 1.51% |
| LVZ, Inc. | 183,973 | $6,987,304 | 0.95% |
| PAX Financial Group, LLC | 124,716 | $4,736,732 | 0.92% |
| MONEYWISE, INC. | 39,240 | $1,490,332 | 0.79% |
| TruNorth Capital Management, LLC | 61,699 | $2,343,328 | 0.76% |
| LifeGuide Financial Advisors, LLC | 34,645 | $1,315,814 | 0.64% |