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 | $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 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% |