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 Q4 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610 | +18.4% | 26,955 | +20.9% | 0.00% | +50.0% |
| Q2 2023 | $515 | +23.2% | 22,287 | +24.7% | 0.00% | 0.0% |
| Q1 2023 | $418 | +74.2% | 17,867 | +71.7% | 0.00% | +100.0% |
| Q4 2022 | $240 | -99.9% | 10,406 | -37.1% | 0.00% | -50.0% |
| Q3 2022 | $375,000 | +23.0% | 16,554 | +44.5% | 0.00% | 0.0% |
| Q4 2020 | $305,000 | +23.0% | 11,459 | +21.4% | 0.00% | 0.0% |
| Q3 2020 | $248,000 | -5.3% | 9,439 | -5.1% | 0.00% | 0.0% |
| Q2 2020 | $262,000 | +8.3% | 9,947 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $242,000 | +8.0% | 9,947 | +14.1% | 0.00% | 0.0% |
| Q4 2019 | $224,000 | -17.3% | 8,721 | -17.4% | 0.00% | 0.0% |
| Q3 2019 | $271,000 | – | 10,554 | – | 0.00% | – |
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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% |