NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 33 filers reported holding NORTHERN LTS FD TR IV in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,367 | +1.0% | 25,193 | +3.0% | 0.01% | 0.0% |
| Q2 2023 | $564,584 | +15.0% | 24,451 | +16.6% | 0.01% | 0.0% |
| Q1 2023 | $490,829 | +0.5% | 20,967 | -1.1% | 0.01% | -14.3% |
| Q4 2022 | $488,231 | +2.1% | 21,191 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $478,000 | -27.2% | 21,143 | -24.7% | 0.01% | -30.0% |
| Q2 2022 | $657,000 | -12.2% | 28,075 | -8.6% | 0.01% | 0.0% |
| Q1 2022 | $748,000 | +12.0% | 30,710 | +18.4% | 0.01% | 0.0% |
| Q4 2021 | $668,000 | +13.0% | 25,933 | +14.6% | 0.01% | 0.0% |
| Q3 2021 | $591,000 | +38.1% | 22,625 | +38.7% | 0.01% | +25.0% |
| Q2 2021 | $428,000 | -33.3% | 16,308 | -34.3% | 0.01% | -42.9% |
| Q1 2021 | $642,000 | -16.4% | 24,840 | -14.1% | 0.01% | -22.2% |
| Q4 2020 | $768,000 | +20.2% | 28,913 | +18.9% | 0.02% | +80.0% |
| Q3 2020 | $639,000 | +9.8% | 24,326 | +9.7% | 0.01% | -41.2% |
| Q2 2020 | $582,000 | – | 22,180 | – | 0.02% | – |
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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% |