NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 19 filers reported holding NORTHERN LTS FD TR IV in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,398,901 | -0.1% | 105,959 | +1.9% | 0.33% | +2.5% |
| Q2 2023 | $2,400,578 | -0.0% | 103,966 | +1.4% | 0.32% | -7.5% |
| Q1 2023 | $2,401,340 | +4.5% | 102,578 | +2.8% | 0.35% | -3.9% |
| Q4 2022 | $2,298,661 | +35.5% | 99,768 | +33.1% | 0.36% | +24.1% |
| Q3 2022 | $1,696,000 | -5.3% | 74,938 | -0.1% | 0.29% | +4.3% |
| Q2 2022 | $1,790,000 | +11.7% | 75,019 | +14.2% | 0.28% | +16.2% |
| Q1 2022 | $1,602,000 | +16.5% | 65,709 | +23.0% | 0.24% | +55.8% |
| Q4 2021 | $1,375,000 | -0.8% | 53,405 | +0.7% | 0.15% | -14.0% |
| Q3 2021 | $1,386,000 | -1.5% | 53,029 | -0.9% | 0.18% | +14.0% |
| Q2 2021 | $1,407,000 | -4.5% | 53,535 | -6.0% | 0.16% | +9.0% |
| Q1 2021 | $1,473,000 | +4.5% | 56,940 | +7.4% | 0.14% | +15.2% |
| Q4 2020 | $1,409,000 | +7.6% | 53,004 | +6.5% | 0.12% | +5.0% |
| Q3 2020 | $1,309,000 | +22.5% | 49,759 | +22.5% | 0.12% | +7.2% |
| Q2 2020 | $1,069,000 | +27.0% | 40,633 | +17.6% | 0.11% | +1.8% |
| Q1 2020 | $842,000 | +90.5% | 34,565 | +100.9% | 0.11% | +127.1% |
| Q4 2019 | $442,000 | 0.0% | 17,203 | 0.0% | 0.05% | -11.1% |
| Q3 2019 | $442,000 | +0.2% | 17,203 | 0.0% | 0.05% | +8.0% |
| Q2 2019 | $441,000 | +2.1% | 17,203 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $432,000 | +5.4% | 17,203 | +2.4% | 0.05% | -10.7% |
| Q4 2018 | $410,000 | -0.2% | 16,797 | 0.0% | 0.06% | +9.8% |
| Q3 2018 | $411,000 | +0.2% | 16,797 | 0.0% | 0.05% | -7.3% |
| Q2 2018 | $410,000 | -0.2% | 16,797 | 0.0% | 0.06% | -1.8% |
| Q1 2018 | $411,000 | +8.4% | 16,797 | +11.9% | 0.06% | +7.7% |
| Q4 2017 | $379,000 | – | 15,016 | – | 0.05% | – |
Download | ||||||
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% |