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 | $1,550,161 | -13.8% | 68,470 | -12.1% | 0.19% | -4.4% |
Q2 2023 | $1,799,034 | -8.0% | 77,914 | -6.7% | 0.20% | +22.3% |
Q1 2023 | $1,954,758 | -0.5% | 83,501 | -2.1% | 0.17% | -17.8% |
Q4 2022 | $1,965,519 | +1.5% | 85,309 | -0.3% | 0.20% | -2.9% |
Q3 2022 | $1,936,000 | -6.0% | 85,563 | -2.8% | 0.21% | +9.5% |
Q2 2022 | $2,060,000 | -4.3% | 88,018 | -0.3% | 0.19% | +9.2% |
Q1 2022 | $2,153,000 | +2.3% | 88,278 | +6.8% | 0.17% | +3.6% |
Q4 2021 | $2,105,000 | -13.4% | 82,686 | -11.6% | 0.17% | +1.2% |
Q3 2021 | $2,431,000 | +48.1% | 93,504 | +49.8% | 0.17% | -21.0% |
Q2 2021 | $1,642,000 | +42.3% | 62,421 | +40.1% | 0.21% | +17.3% |
Q1 2021 | $1,154,000 | +12.8% | 44,559 | +15.4% | 0.18% | +2.9% |
Q4 2020 | $1,023,000 | -0.2% | 38,615 | -0.5% | 0.17% | -15.1% |
Q3 2020 | $1,025,000 | -22.1% | 38,790 | -22.1% | 0.20% | -27.0% |
Q2 2020 | $1,316,000 | +0.4% | 49,773 | -4.3% | 0.28% | -9.1% |
Q1 2020 | $1,311,000 | +25.1% | 52,009 | +27.6% | 0.31% | +36.1% |
Q4 2019 | $1,048,000 | -2.4% | 40,745 | -2.6% | 0.23% | -11.3% |
Q3 2019 | $1,074,000 | -0.7% | 41,841 | -0.9% | 0.26% | -6.2% |
Q2 2019 | $1,082,000 | +106.5% | 42,201 | +102.2% | 0.27% | +85.7% |
Q1 2019 | $524,000 | +18.6% | 20,872 | +15.2% | 0.15% | +4.3% |
Q4 2018 | $442,000 | -23.0% | 18,118 | -22.8% | 0.14% | -16.6% |
Q3 2018 | $574,000 | +2.3% | 23,458 | +2.0% | 0.17% | -4.5% |
Q2 2018 | $561,000 | -0.5% | 23,001 | -0.2% | 0.18% | -17.3% |
Q1 2018 | $564,000 | +7.8% | 23,056 | +11.2% | 0.21% | +58.5% |
Q4 2017 | $523,000 | – | 20,732 | – | 0.14% | – |
Download |
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% |