NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 43 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $951,833 | +2.0% | 42,042 | +4.0% | 0.03% | +3.3% |
| Q2 2023 | $933,238 | +100.9% | 40,417 | +103.7% | 0.03% | +76.5% |
| Q1 2023 | $464,491 | +34.2% | 19,842 | +32.1% | 0.02% | +30.8% |
| Q4 2022 | $346,025 | +1.5% | 15,018 | -0.3% | 0.01% | -13.3% |
| Q3 2022 | $341,000 | -3.1% | 15,070 | +0.3% | 0.02% | +36.4% |
| Q2 2022 | $352,000 | -4.6% | 15,022 | -0.8% | 0.01% | -50.0% |
| Q1 2022 | $369,000 | +25.5% | 15,149 | +32.5% | 0.02% | -24.1% |
| Q4 2021 | $294,000 | – | 11,433 | – | 0.03% | – |
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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% |