NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 3,577,089 | $80,985,293 | 14.30% |
| Faithward Advisors, LLC | 1,380,507 | $31,240,880 | 7.61% |
| Inspire Investing, LLC | 1,038,728 | $23,516,810 | 3.00% |
| PAX Financial Group, LLC | 559,963 | $12,677,563 | 2.89% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 477,162 | $10,802,945 | 1.26% |
| CreativeOne Wealth, LLC | 663,005 | $15,010 | 1.08% |
| Legacy Wealth Asset Management, LLC | 126,911 | $2,873,271 | 1.06% |
| Range Financial Group LLC | 63,036 | $1,427,135 | 0.94% |
| LVZ, Inc. | 162,542 | $3,679,947 | 0.59% |
| WorthPointe, LLC | 41,095 | $930,391 | 0.55% |