NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 1,235,397 | $32,849,000 | 14.33% |
| OneAscent Financial Services LLC | 438,631 | $11,663,000 | 12.44% |
| OneAscent Wealth Management LLC | 959,353 | $25,509,000 | 11.55% |
| Inspire Advisors, LLC | 1,129,969 | $30,046,000 | 11.22% |
| Inspire Investing, LLC | 632,968 | $16,831,000 | 3.72% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 334,163 | $8,885,000 | 1.90% |
| Legacy Wealth Asset Management, LLC | 110,201 | $2,930,000 | 1.48% |
| Values First Advisors, Inc. | 47,792 | $1,270,000 | 1.01% |
| Paradiem, LLC | 80,196 | $2,126,000 | 0.90% |
| CreativeOne Wealth, LLC | 332,065 | $8,830,000 | 0.73% |