NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,840 | +4.4% | 25,921 | +6.5% | 0.01% | 0.0% |
| Q2 2023 | $561,941 | +91.9% | 24,337 | +94.5% | 0.01% | +66.7% |
| Q1 2023 | $292,883 | -55.5% | 12,511 | -56.2% | 0.00% | -50.0% |
| Q4 2022 | $657,492 | +8.9% | 28,537 | +7.0% | 0.01% | -50.0% |
| Q3 2022 | $604,000 | +23.3% | 26,680 | +27.3% | 0.01% | +50.0% |
| Q2 2022 | $490,000 | -10.4% | 20,956 | -6.6% | 0.01% | 0.0% |
| Q1 2022 | $547,000 | +32.1% | 22,448 | +39.5% | 0.01% | +33.3% |
| Q4 2021 | $414,000 | +28.2% | 16,096 | +30.3% | 0.01% | +20.0% |
| Q3 2021 | $323,000 | +24.7% | 12,354 | +25.5% | 0.01% | +25.0% |
| Q2 2021 | $259,000 | – | 9,846 | – | 0.00% | – |
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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% |