NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 30 filers reported holding NORTHERN LTS FD TR IV in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,133,144 | -2.3% | 94,220 | -0.4% | 0.00% | -50.0% |
| Q2 2023 | $2,184,212 | +0.2% | 94,596 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $2,180,805 | -13.1% | 93,157 | -14.5% | 0.00% | 0.0% |
| Q4 2022 | $2,510,172 | +27.3% | 108,948 | +25.0% | 0.00% | 0.0% |
| Q3 2022 | $1,972,000 | +56.3% | 87,156 | +61.6% | 0.00% | +100.0% |
| Q2 2022 | $1,262,000 | +0.2% | 53,934 | +4.5% | 0.00% | 0.0% |
| Q1 2022 | $1,259,000 | +6.9% | 51,623 | +12.8% | 0.00% | 0.0% |
| Q4 2021 | $1,178,000 | -43.1% | 45,774 | -42.2% | 0.00% | -50.0% |
| Q3 2021 | $2,070,000 | -26.4% | 79,184 | -26.0% | 0.00% | -33.3% |
| Q2 2021 | $2,812,000 | -1.6% | 106,999 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $2,859,000 | -6.8% | 110,529 | -4.1% | 0.00% | -25.0% |
| Q4 2020 | $3,066,000 | +7.8% | 115,303 | +6.7% | 0.00% | 0.0% |
| Q3 2020 | $2,843,000 | +5.2% | 108,112 | +5.3% | 0.00% | -20.0% |
| Q2 2020 | $2,702,000 | +17.2% | 102,701 | +8.5% | 0.01% | 0.0% |
| Q1 2020 | $2,305,000 | -51.8% | 94,676 | -49.1% | 0.01% | -44.4% |
| Q4 2019 | $4,779,000 | -0.5% | 185,853 | -0.7% | 0.01% | -10.0% |
| Q3 2019 | $4,804,000 | +90.9% | 187,107 | +90.6% | 0.01% | +100.0% |
| Q2 2019 | $2,517,000 | +225.6% | 98,171 | +219.1% | 0.01% | +150.0% |
| Q1 2019 | $773,000 | +199.6% | 30,762 | +191.2% | 0.00% | +100.0% |
| Q4 2018 | $258,000 | -12.5% | 10,565 | -12.4% | 0.00% | 0.0% |
| Q3 2018 | $295,000 | – | 12,064 | – | 0.00% | – |
Download | ||||||
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% |