NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 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% |