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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $506,000 | +67.5% | 19,669 | +70.3% | 0.03% | +37.5% |
| Q3 2021 | $302,000 | +8.2% | 11,553 | +8.7% | 0.02% | +9.1% |
| Q2 2021 | $279,000 | +13.4% | 10,630 | +11.8% | 0.02% | 0.0% |
| Q1 2021 | $246,000 | +44.7% | 9,508 | +48.4% | 0.02% | +37.5% |
| Q4 2020 | $170,000 | +47.8% | 6,405 | +46.3% | 0.02% | +33.3% |
| Q3 2020 | $115,000 | +666.7% | 4,379 | +625.0% | 0.01% | +500.0% |
| Q1 2020 | $15,000 | -6.2% | 604 | -4.4% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | 0.0% | 632 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | – | 628 | – | 0.00% | – |
Download | ||||||
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% |