NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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% |