NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,558,862 | +9.3% | 157,194 | +11.5% | 0.00% | +100.0% |
| Q2 2023 | $3,255,365 | -2.7% | 140,986 | -1.4% | 0.00% | -50.0% |
| Q1 2023 | $3,345,725 | +5.7% | 142,919 | +4.0% | 0.00% | 0.0% |
| Q4 2022 | $3,165,795 | +9.5% | 137,404 | +7.6% | 0.00% | 0.0% |
| Q3 2022 | $2,890,000 | -7.6% | 127,718 | -4.4% | 0.00% | 0.0% |
| Q2 2022 | $3,127,000 | -5.9% | 133,636 | -1.9% | 0.00% | 0.0% |
| Q1 2022 | $3,323,000 | +4.6% | 136,261 | +10.4% | 0.00% | 0.0% |
| Q4 2021 | $3,176,000 | -18.5% | 123,371 | -17.3% | 0.00% | 0.0% |
| Q3 2021 | $3,898,000 | +2.6% | 149,115 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $3,798,000 | +10.2% | 144,515 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $3,447,000 | +10.0% | 133,229 | +13.0% | 0.00% | 0.0% |
| Q4 2020 | $3,134,000 | +4.8% | 117,869 | +3.7% | 0.00% | -33.3% |
| Q3 2020 | $2,990,000 | -10.8% | 113,693 | -10.8% | 0.00% | 0.0% |
| Q2 2020 | $3,352,000 | +93.4% | 127,396 | +79.0% | 0.00% | +50.0% |
| Q1 2020 | $1,733,000 | -7.7% | 71,179 | -2.5% | 0.00% | 0.0% |
| Q4 2019 | $1,878,000 | +0.2% | 73,029 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,875,000 | -14.8% | 73,011 | -15.0% | 0.00% | -33.3% |
| Q2 2019 | $2,201,000 | +48.7% | 85,869 | +45.8% | 0.00% | +50.0% |
| Q1 2019 | $1,480,000 | +17.4% | 58,903 | +14.0% | 0.00% | 0.0% |
| Q4 2018 | $1,261,000 | – | 51,655 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,374,358 | $36,118,000 | 11.76% |
| Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
| Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
| CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
| Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
| Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
| PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
| LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |