NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 17 filers reported holding NORTHERN LTS FD TR IV in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,030,000 | -1.9% | 40,040 | -2.1% | 0.08% | -10.3% |
| Q3 2019 | $1,050,000 | +29.3% | 40,893 | +26.6% | 0.09% | -4.4% |
| Q1 2019 | $812,000 | +3.2% | 32,300 | +0.2% | 0.09% | -18.0% |
| Q4 2018 | $787,000 | +2.2% | 32,245 | +2.2% | 0.11% | -31.9% |
| Q2 2018 | $770,000 | – | 31,560 | – | 0.16% | – |
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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% |