NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 42 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,128 | -3.8% | 1,249 | -3.1% | 0.00% | 0.0% |
| Q1 2024 | $30,264 | -0.0% | 1,289 | +0.5% | 0.00% | 0.0% |
| Q4 2023 | $30,278 | +5.4% | 1,283 | +1.1% | 0.00% | 0.0% |
| Q3 2023 | $28,734 | -1.5% | 1,269 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $29,168 | +347.8% | 1,263 | +354.3% | 0.00% | – |
| Q1 2023 | $6,514 | +1.7% | 278 | 0.0% | 0.00% | – |
| Q4 2022 | $6,403 | +113.4% | 278 | +58.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 176 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 176 | +0.6% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 175 | +0.6% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 174 | +0.6% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 173 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 173 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 173 | +0.6% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 172 | +0.6% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 171 | +0.6% | 0.00% | – |
| Q1 2020 | $4,000 | – | 170 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,774,574 | $46,387,000 | 14.62% |
| Faithward Advisors, LLC | 1,744,985 | $45,614,000 | 8.85% |
| Inspire Investing, LLC | 1,349,092 | $35,265,000 | 4.46% |
| Legacy Wealth Asset Management, LLC | 130,288 | $3,406,000 | 1.56% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 355,424 | $9,291,000 | 1.54% |
| CreativeOne Wealth, LLC | 723,376 | $18,925,000 | 1.11% |
| Values First Advisors, Inc. | 56,058 | $1,466,000 | 0.95% |
| PAX Financial Group, LLC | 147,332 | $3,851,000 | 0.94% |
| Paradiem, LLC | 77,396 | $2,008,000 | 0.60% |
| OneAscent Financial Services LLC | 14,029 | $367,000 | 0.49% |