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 | $252,405 | -2.5% | 11,213 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $258,908 | -1.4% | 11,213 | 0.0% | 0.04% | -8.3% |
| Q1 2023 | $262,496 | -0.6% | 11,213 | +9.3% | 0.05% | +45.5% |
| Q4 2021 | $264,000 | -1.5% | 10,255 | 0.0% | 0.03% | -38.9% |
| Q3 2021 | $268,000 | +14.0% | 10,255 | +14.9% | 0.05% | +14.9% |
| Q2 2021 | $235,000 | – | 8,925 | – | 0.05% | – |
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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% |