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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $744,064 | +52.9% | 32,865 | +56.0% | 0.02% | +84.6% |
Q2 2023 | $486,529 | +82.8% | 21,071 | +85.3% | 0.01% | +85.7% |
Q1 2023 | $266,172 | -15.5% | 11,370 | -5.6% | 0.01% | -85.4% |
Q3 2021 | $315,000 | -4.5% | 12,041 | -4.2% | 0.05% | -26.2% |
Q2 2021 | $330,000 | -18.3% | 12,565 | -17.2% | 0.06% | +983.3% |
Q4 2020 | $404,000 | +15.1% | 15,176 | +13.8% | 0.01% | 0.0% |
Q3 2020 | $351,000 | +13.2% | 13,332 | +13.3% | 0.01% | 0.0% |
Q2 2020 | $310,000 | +11.5% | 11,764 | +8.6% | 0.01% | -25.0% |
Q4 2019 | $278,000 | +14.4% | 10,830 | +14.7% | 0.01% | -20.0% |
Q3 2019 | $243,000 | +9.0% | 9,446 | +8.8% | 0.01% | 0.0% |
Q2 2019 | $223,000 | – | 8,681 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Advisors, LLC | 2,216,628 | $54,052,000 | 15.17% |
Faithward Advisors, LLC | 1,582,969 | $38,601,000 | 7.48% |
Inspire Investing, LLC | 1,613,864 | $39,354,000 | 4.55% |
PAX Financial Group, LLC | 275,153 | $6,710,000 | 1.56% |
Legacy Wealth Asset Management, LLC | 159,537 | $3,890,000 | 1.38% |
CreativeOne Wealth, LLC | 818,929 | $19,969,000 | 1.04% |
Values First Advisors, Inc. | 65,765 | $1,604,000 | 1.01% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 188,692 | $4,601,000 | 0.70% |
Paradiem, LLC | 79,397 | $1,907,000 | 0.62% |
Range Financial Group LLC | 34,039 | $830,000 | 0.53% |