NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $319,000 | -4.2% | 13,663 | 0.0% | 0.24% | +22.6% |
| Q1 2022 | $333,000 | -2.6% | 13,663 | +2.6% | 0.20% | +38.2% |
| Q4 2021 | $342,000 | 0.0% | 13,320 | +1.6% | 0.14% | +2.9% |
| Q3 2021 | $342,000 | +35.2% | 13,112 | +35.7% | 0.14% | +32.1% |
| Q2 2021 | $253,000 | -12.5% | 9,665 | -13.5% | 0.11% | -18.5% |
| Q1 2021 | $289,000 | +35.0% | 11,176 | +38.6% | 0.13% | +18.2% |
| Q4 2020 | $214,000 | +0.5% | 8,064 | -0.5% | 0.11% | -9.8% |
| Q3 2020 | $213,000 | -81.4% | 8,103 | -81.4% | 0.12% | -82.0% |
| Q2 2020 | $1,143,000 | -23.4% | 43,455 | -29.1% | 0.68% | -65.9% |
| Q1 2020 | $1,493,000 | – | 61,325 | – | 1.99% | – |
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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% |