NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 43 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,171 | +43.9% | 16,527 | +43.7% | 0.00% | – |
| Q3 2022 | $260,000 | -67.3% | 11,499 | -66.2% | 0.00% | – |
| Q2 2022 | $796,000 | +166.2% | 34,003 | +177.1% | 0.00% | – |
| Q1 2022 | $299,000 | -90.5% | 12,270 | -89.8% | 0.00% | -100.0% |
| Q3 2021 | $3,159,000 | -49.8% | 120,865 | -49.5% | 0.00% | 0.0% |
| Q2 2021 | $6,293,000 | +45.5% | 239,445 | +43.2% | 0.00% | 0.0% |
| Q1 2021 | $4,324,000 | +121.2% | 167,157 | +127.4% | 0.00% | 0.0% |
| Q4 2020 | $1,955,000 | +44.1% | 73,516 | +42.5% | 0.00% | – |
| Q3 2020 | $1,357,000 | -68.4% | 51,593 | -70.7% | 0.00% | -100.0% |
| Q1 2020 | $4,294,000 | +569.9% | 176,340 | +607.0% | 0.00% | – |
| Q4 2019 | $641,000 | – | 24,941 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 842,372 | $22,154,000 | 11.56% |
| Faithward Advisors, LLC | 1,189,389 | $31,281,000 | 7.57% |
| Inspire Investing, LLC | 579,161 | $15,232,000 | 4.19% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 322,549 | $8,483,000 | 2.09% |
| Values First Advisors, Inc. | 42,001 | $1,105,000 | 1.02% |
| CreativeOne Wealth, LLC | 209,904 | $5,520,000 | 0.77% |
| Atria Investments, Inc | 917,297 | $24,125,000 | 0.73% |
| LVZ, Inc. | 45,527 | $1,197,000 | 0.25% |
| StoneX Group Inc. | 27,266 | $718,000 | 0.23% |
| AlphaStar Capital Management, LLC | 38,790 | $1,025,000 | 0.20% |