NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 68 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,027 | +63.3% | 44,041 | +64.5% | 0.00% | +100.0% |
| Q1 2024 | $629 | -4.3% | 26,774 | -3.9% | 0.00% | -33.3% |
| Q4 2023 | $657 | +7.7% | 27,870 | +3.4% | 0.00% | 0.0% |
| 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 | 1,774,574 | $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% |