NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 34 filers reported holding NORTHERN LTS FD TR IV in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,300,247 | -79.0% | 101,601 | -78.6% | 0.00% | -75.0% |
| Q2 2023 | $10,953,480 | +4366.4% | 474,382 | +4428.3% | 0.00% | – |
| Q1 2023 | $245,243 | -92.9% | 10,476 | -93.0% | 0.00% | -100.0% |
| Q4 2022 | $3,441,347 | +51.9% | 149,364 | +49.2% | 0.00% | +100.0% |
| Q3 2022 | $2,265,000 | -10.5% | 100,077 | -7.5% | 0.00% | 0.0% |
| Q2 2022 | $2,531,000 | +49.1% | 108,176 | +64.0% | 0.00% | 0.0% |
| Q4 2021 | $1,698,000 | -7.3% | 65,962 | -5.9% | 0.00% | 0.0% |
| Q3 2021 | $1,832,000 | -44.9% | 70,089 | -44.6% | 0.00% | 0.0% |
| Q2 2021 | $3,323,000 | +313.8% | 126,432 | +307.4% | 0.00% | – |
| Q1 2021 | $803,000 | +61.2% | 31,032 | +65.8% | 0.00% | – |
| Q4 2020 | $498,000 | -66.8% | 18,722 | -67.2% | 0.00% | -100.0% |
| Q3 2020 | $1,501,000 | -37.7% | 57,058 | -37.6% | 0.00% | -50.0% |
| Q2 2020 | $2,408,000 | -47.1% | 91,506 | -51.0% | 0.00% | -50.0% |
| Q1 2020 | $4,550,000 | -5.7% | 186,843 | -0.4% | 0.00% | -42.9% |
| Q4 2019 | $4,826,000 | +151.1% | 187,682 | +150.7% | 0.01% | +133.3% |
| Q3 2019 | $1,922,000 | +240.8% | 74,868 | +233.3% | 0.00% | +200.0% |
| Q1 2019 | $564,000 | -70.8% | 22,466 | -71.6% | 0.00% | -75.0% |
| Q4 2018 | $1,929,000 | -7.7% | 78,988 | -7.5% | 0.00% | 0.0% |
| Q3 2018 | $2,090,000 | +30.1% | 85,374 | +30.0% | 0.00% | 0.0% |
| Q1 2018 | $1,606,000 | +43.3% | 65,692 | +47.9% | 0.00% | +33.3% |
| Q4 2017 | $1,121,000 | -51.0% | 44,427 | -51.0% | 0.00% | -57.1% |
| Q3 2017 | $2,289,000 | – | 90,717 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 1,235,397 | $32,849,000 | 14.33% |
| OneAscent Financial Services LLC | 438,631 | $11,663,000 | 12.44% |
| OneAscent Wealth Management LLC | 959,353 | $25,509,000 | 11.55% |
| Inspire Advisors, LLC | 1,129,969 | $30,046,000 | 11.22% |
| Inspire Investing, LLC | 632,968 | $16,831,000 | 3.72% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 334,163 | $8,885,000 | 1.90% |
| Legacy Wealth Asset Management, LLC | 110,201 | $2,930,000 | 1.48% |
| Values First Advisors, Inc. | 47,792 | $1,270,000 | 1.01% |
| Paradiem, LLC | 80,196 | $2,126,000 | 0.90% |
| CreativeOne Wealth, LLC | 332,065 | $8,830,000 | 0.73% |