NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 87 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,205,167 | -13.7% | 38,553 | -9.2% | 0.00% | 0.0% |
| Q2 2023 | $1,396,740 | +11.2% | 42,467 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $1,256,194 | -3.5% | 39,968 | -8.0% | 0.00% | -33.3% |
| Q4 2022 | $1,301,103 | +9.2% | 43,457 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $1,191,000 | -8.2% | 42,922 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,298,000 | -8.4% | 44,571 | +13.5% | 0.00% | 0.0% |
| Q1 2022 | $1,417,000 | +33.4% | 39,266 | +45.7% | 0.00% | +50.0% |
| Q4 2021 | $1,062,000 | +24.1% | 26,948 | +33.8% | 0.00% | 0.0% |
| Q3 2021 | $856,000 | +72.9% | 20,144 | +73.6% | 0.00% | +100.0% |
| Q2 2021 | $495,000 | +48.6% | 11,603 | +35.8% | 0.00% | 0.0% |
| Q1 2021 | $333,000 | +32.1% | 8,542 | +24.2% | 0.00% | 0.0% |
| Q4 2020 | $252,000 | +12.0% | 6,879 | +1.9% | 0.00% | 0.0% |
| Q3 2020 | $225,000 | +9.8% | 6,748 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $205,000 | – | 6,748 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 891,858 | $28,031,109 | 6.43% |
| PAX Financial Group, LLC | 214,959 | $6,756,177 | 1.62% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,390 | $10,729,884 | 1.40% |
| OneAscent Financial Services LLC | 90,115 | $2,840 | 1.15% |
| Strategic Equity Management | 83,567 | $2,626,511 | 0.94% |
| Inspire Investing, LLC | 210,459 | $6,614,728 | 0.84% |
| LVZ, Inc. | 165,593 | $5,204,602 | 0.76% |
| Frontier Asset Management, LLC | 50,210 | $1,578,091 | 0.75% |
| CreativeOne Wealth, LLC | 456,103 | $14,335 | 0.71% |
| Range Financial Group LLC | 30,149 | $947,583 | 0.62% |