NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. 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 ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 2,216,628 | $54,052,000 | 15.17% |
| Faithward Advisors, LLC | 1,582,969 | $38,601,000 | 7.48% |
| Inspire Investing, LLC | 1,613,864 | $39,354,000 | 4.55% |
| PAX Financial Group, LLC | 275,153 | $6,710,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 159,537 | $3,890,000 | 1.38% |
| CreativeOne Wealth, LLC | 818,929 | $19,969,000 | 1.04% |
| Values First Advisors, Inc. | 65,765 | $1,604,000 | 1.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 188,692 | $4,601,000 | 0.70% |
| Paradiem, LLC | 79,397 | $1,907,000 | 0.62% |
| Range Financial Group LLC | 34,039 | $830,000 | 0.53% |