NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 41 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 856,294 | $21,514,000 | 9.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 72,778 | $1,829,000 | 1.10% |
| Atria Investments, Inc | 567,539 | $14,259,000 | 0.60% |
| CreativeOne Wealth, LLC | 75,213 | $1,889,000 | 0.49% |
| LVZ, Inc. | 55,764 | $1,401,000 | 0.33% |
| M Holdings Securities, Inc. | 49,838 | $1,252,000 | 0.29% |
| AlphaStar Capital Management, LLC | 20,872 | $524,000 | 0.15% |
| Sowell Financial Services LLC | 32,300 | $812,000 | 0.09% |
| Keel Point, LLC | 17,203 | $432,000 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,351 | $687,000 | 0.01% |