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 | 1,374,358 | $36,118,000 | 11.76% |
| Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
| Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
| CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
| Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
| Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
| PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
| LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |