NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
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 | 1,374,358 | $36,118,000 | 11.76% |
| Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
| Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
| CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
| Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
| Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
| PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
| LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |