NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 50 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,093 | +23588.9% | 26,859 | -75.8% | 0.13% | -68.0% |
| Q2 2023 | $2,567 | +89.0% | 111,155 | +91.7% | 0.41% | +85.2% |
| Q1 2023 | $1,358 | +201.1% | 57,996 | +196.6% | 0.22% | +162.4% |
| Q4 2022 | $451 | -99.9% | 19,556 | -27.2% | 0.08% | -35.6% |
| Q3 2022 | $608,093 | +31.9% | 26,859 | +37.9% | 0.13% | +28.2% |
| Q2 2022 | $461,000 | +30.6% | 19,471 | +32.3% | 0.10% | +43.1% |
| Q1 2022 | $353,000 | – | 14,713 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 1,235,397 | $32,849,000 | 14.33% |
| OneAscent Financial Services LLC | 438,631 | $11,663,000 | 12.44% |
| OneAscent Wealth Management LLC | 959,353 | $25,509,000 | 11.55% |
| Inspire Advisors, LLC | 1,129,969 | $30,046,000 | 11.22% |
| Inspire Investing, LLC | 632,968 | $16,831,000 | 3.72% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 334,163 | $8,885,000 | 1.90% |
| Legacy Wealth Asset Management, LLC | 110,201 | $2,930,000 | 1.48% |
| Values First Advisors, Inc. | 47,792 | $1,270,000 | 1.01% |
| Paradiem, LLC | 80,196 | $2,126,000 | 0.90% |
| CreativeOne Wealth, LLC | 332,065 | $8,830,000 | 0.73% |