NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 12 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $196,000 | -10.9% | 8,376 | -10.7% | 0.00% | – |
| Q1 2024 | $220,000 | 0.0% | 9,376 | +0.2% | 0.00% | – |
| Q4 2023 | $220,000 | -14.7% | 9,361 | -17.9% | 0.00% | – |
| Q3 2023 | $258,000 | -10.7% | 11,402 | -8.7% | 0.00% | – |
| Q2 2023 | $289,000 | -2.4% | 12,495 | -1.0% | 0.00% | – |
| Q1 2023 | $296,000 | -3.9% | 12,620 | -5.6% | 0.00% | – |
| Q4 2022 | $308,000 | -34.0% | 13,366 | -35.2% | 0.00% | – |
| Q3 2022 | $467,000 | +8.4% | 20,638 | +12.0% | 0.00% | – |
| Q2 2022 | $431,000 | +6.2% | 18,425 | +10.7% | 0.00% | – |
| Q1 2022 | $406,000 | -3.3% | 16,640 | +2.0% | 0.00% | – |
| Q4 2021 | $420,000 | +11.7% | 16,317 | +13.4% | 0.00% | – |
| Q3 2021 | $376,000 | -14.0% | 14,395 | -13.5% | 0.00% | – |
| Q2 2021 | $437,000 | +524.3% | 16,647 | +508.9% | 0.00% | – |
| Q1 2021 | $70,000 | +84.2% | 2,734 | +95.8% | 0.00% | – |
| Q4 2020 | $38,000 | +5.6% | 1,396 | 0.0% | 0.00% | – |
| Q3 2020 | $36,000 | +38.5% | 1,396 | +39.6% | 0.00% | – |
| Q2 2020 | $26,000 | +8.3% | 1,000 | 0.0% | 0.00% | – |
| Q1 2020 | $24,000 | -7.7% | 1,000 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +420.0% | 1,000 | +363.0% | 0.00% | – |
| Q3 2017 | $5,000 | – | 216 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 3,702,978 | $86,353,458 | 11.45% |
| Faithward Advisors, LLC | 1,425,301 | $33,238,019 | 6.01% |
| Bare Financial Services, Inc | 446,359 | $10,560,854 | 5.55% |
| Inspire Investing, LLC | 991,206 | $23,114,923 | 2.66% |
| PAX Financial Group, LLC | 497,570 | $11,603,335 | 2.27% |
| OneAscent Wealth Management LLC | 180,264 | $4,218 | 2.19% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 555,150 | $12,946,109 | 1.15% |
| OneAscent Financial Services LLC | 313,432 | $7,334 | 1.02% |
| Legacy Wealth Asset Management, LLC | 139,634 | $3,256,271 | 0.92% |
| Range Financial Group LLC | 74,349 | $1,733,819 | 0.89% |