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 | $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 Advisors, LLC | 3,577,089 | $80,985,293 | 14.30% |
| Faithward Advisors, LLC | 1,380,507 | $31,240,880 | 7.61% |
| Inspire Investing, LLC | 1,038,728 | $23,516,810 | 3.00% |
| PAX Financial Group, LLC | 559,963 | $12,677,563 | 2.89% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 477,162 | $10,802,945 | 1.26% |
| CreativeOne Wealth, LLC | 663,005 | $15,010 | 1.08% |
| Legacy Wealth Asset Management, LLC | 126,911 | $2,873,271 | 1.06% |
| Range Financial Group LLC | 63,036 | $1,427,135 | 0.94% |
| LVZ, Inc. | 162,542 | $3,679,947 | 0.59% |
| WorthPointe, LLC | 41,095 | $930,391 | 0.55% |