NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 87 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,210,917 | -5.8% | 70,727 | -0.9% | 0.30% | -3.2% |
| Q2 2023 | $2,347,212 | +9.9% | 71,366 | +5.0% | 0.31% | +1.3% |
| Q1 2023 | $2,136,693 | -0.6% | 67,983 | -5.3% | 0.31% | -8.3% |
| Q4 2022 | $2,149,501 | +0.9% | 71,794 | -6.5% | 0.34% | -7.9% |
| Q3 2022 | $2,131,000 | -15.6% | 76,820 | +1.4% | 0.37% | -6.9% |
| Q2 2022 | $2,524,000 | +8.9% | 75,738 | +17.9% | 0.39% | +12.9% |
| Q1 2022 | $2,318,000 | +11.5% | 64,229 | +21.7% | 0.35% | +49.4% |
| Q4 2021 | $2,078,000 | +4.1% | 52,763 | +12.3% | 0.23% | -9.7% |
| Q3 2021 | $1,997,000 | +2.4% | 46,990 | +2.8% | 0.26% | +18.9% |
| Q2 2021 | $1,951,000 | +12.2% | 45,730 | +2.7% | 0.22% | +27.6% |
| Q1 2021 | $1,739,000 | +43.1% | 44,549 | +34.2% | 0.17% | +57.4% |
| Q4 2020 | $1,215,000 | +25.3% | 33,186 | +13.8% | 0.11% | +22.7% |
| Q3 2020 | $970,000 | +65.8% | 29,156 | +51.6% | 0.09% | +44.3% |
| Q2 2020 | $585,000 | – | 19,227 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 906,659 | $28,342,147 | 5.00% |
| PAX Financial Group, LLC | 228,621 | $7,146,700 | 1.63% |
| Revisor Wealth Management LLC | 59,524 | $1,860,720 | 1.58% |
| Strategic Equity Management | 101,073 | $3,159,542 | 1.19% |
| LVZ, Inc. | 165,704 | $5,179,892 | 0.84% |
| Frontier Asset Management, LLC | 52,334 | $1,635,966 | 0.74% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 202,776 | $6,338,763 | 0.74% |
| Inspire Investing, LLC | 168,557 | $5,269,089 | 0.67% |
| OneAscent Financial Services LLC | 80,681 | $2,528 | 0.66% |
| CreativeOne Wealth, LLC | 278,647 | $8,711 | 0.63% |