NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,213,180 | -8.3% | 137,786 | -7.7% | 0.00% | 0.0% |
| Q1 2024 | $3,504,375 | +6.3% | 149,249 | +6.8% | 0.00% | 0.0% |
| Q4 2023 | $3,297,942 | -7.3% | 139,803 | -11.1% | 0.00% | -50.0% |
| 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 | 1,774,574 | $46,387,000 | 14.62% |
| Faithward Advisors, LLC | 1,744,985 | $45,614,000 | 8.85% |
| Inspire Investing, LLC | 1,349,092 | $35,265,000 | 4.46% |
| Legacy Wealth Asset Management, LLC | 130,288 | $3,406,000 | 1.56% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 355,424 | $9,291,000 | 1.54% |
| CreativeOne Wealth, LLC | 723,376 | $18,925,000 | 1.11% |
| Values First Advisors, Inc. | 56,058 | $1,466,000 | 0.95% |
| PAX Financial Group, LLC | 147,332 | $3,851,000 | 0.94% |
| Paradiem, LLC | 77,396 | $2,008,000 | 0.60% |
| OneAscent Financial Services LLC | 14,029 | $367,000 | 0.49% |