NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 3,577,089 | $80,985,293 | 14.30% |
| Faithward Advisors, LLC | 1,380,507 | $31,240,880 | 7.61% |
| Inspire Investing, LLC | 1,038,728 | $23,516,810 | 3.00% |
| PAX Financial Group, LLC | 559,963 | $12,677,563 | 2.89% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 477,162 | $10,802,945 | 1.26% |
| CreativeOne Wealth, LLC | 663,005 | $15,010 | 1.08% |
| Legacy Wealth Asset Management, LLC | 126,911 | $2,873,271 | 1.06% |
| Range Financial Group LLC | 63,036 | $1,427,135 | 0.94% |
| LVZ, Inc. | 162,542 | $3,679,947 | 0.59% |
| WorthPointe, LLC | 41,095 | $930,391 | 0.55% |