NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 17 filers reported holding NORTHERN LTS FD TR IV in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $917,000 | +10.9% | 35,674 | +10.7% | 0.01% | 0.0% |
| Q3 2019 | $827,000 | +6.8% | 32,231 | +6.7% | 0.01% | 0.0% |
| Q2 2019 | $774,000 | +12.7% | 30,194 | +10.4% | 0.01% | +20.0% |
| Q1 2019 | $687,000 | +27.7% | 27,351 | +24.2% | 0.01% | 0.0% |
| Q4 2018 | $538,000 | +9.6% | 22,017 | +9.9% | 0.01% | +25.0% |
| Q3 2018 | $491,000 | +35.6% | 20,039 | +35.6% | 0.00% | +33.3% |
| Q2 2018 | $362,000 | 0.0% | 14,774 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $362,000 | +456.9% | 14,774 | +468.2% | 0.00% | +200.0% |
| Q4 2017 | $65,000 | +333.3% | 2,600 | +333.3% | 0.00% | – |
| Q3 2017 | $15,000 | – | 600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 856,294 | $21,514,000 | 9.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 72,778 | $1,829,000 | 1.10% |
| Atria Investments, Inc | 567,539 | $14,259,000 | 0.60% |
| CreativeOne Wealth, LLC | 75,213 | $1,889,000 | 0.49% |
| LVZ, Inc. | 55,764 | $1,401,000 | 0.33% |
| M Holdings Securities, Inc. | 49,838 | $1,252,000 | 0.29% |
| AlphaStar Capital Management, LLC | 20,872 | $524,000 | 0.15% |
| Sowell Financial Services LLC | 32,300 | $812,000 | 0.09% |
| Keel Point, LLC | 17,203 | $432,000 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,351 | $687,000 | 0.01% |