NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $882,756 | +2.8% | 38,991 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $858,902 | -3.5% | 37,198 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $890,048 | +9.7% | 38,020 | +8.0% | 0.00% | 0.0% |
| Q4 2022 | $811,008 | +2.1% | 35,200 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $794,000 | -41.0% | 35,079 | -39.0% | 0.00% | -33.3% |
| Q2 2022 | $1,345,000 | +1.7% | 57,478 | +6.0% | 0.00% | +50.0% |
| Q1 2022 | $1,322,000 | +0.5% | 54,213 | +6.0% | 0.00% | 0.0% |
| Q4 2021 | $1,316,000 | +25.6% | 51,130 | +27.5% | 0.00% | 0.0% |
| Q3 2021 | $1,048,000 | +33.2% | 40,107 | +33.9% | 0.00% | 0.0% |
| Q2 2021 | $787,000 | +20.2% | 29,963 | +18.3% | 0.00% | +100.0% |
| Q1 2021 | $655,000 | +26.9% | 25,334 | +30.6% | 0.00% | 0.0% |
| Q4 2020 | $516,000 | +4.0% | 19,405 | +2.9% | 0.00% | 0.0% |
| Q3 2020 | $496,000 | -2.0% | 18,862 | -1.8% | 0.00% | -50.0% |
| Q2 2020 | $506,000 | +9.8% | 19,216 | +1.5% | 0.00% | 0.0% |
| Q1 2020 | $461,000 | – | 18,937 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,374,358 | $36,118,000 | 11.76% |
| Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
| Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
| CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
| Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
| Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
| PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
| LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |