NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 106 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $776,577 | -1.0% | 20,447 | +1.4% | 0.16% | +4.5% |
Q1 2024 | $784,660 | -12.4% | 20,166 | -21.4% | 0.15% | -12.0% |
Q4 2023 | $895,779 | +11.5% | 25,667 | -0.2% | 0.18% | -1.7% |
Q3 2023 | $803,726 | +36.4% | 25,711 | +43.5% | 0.18% | +42.4% |
Q2 2023 | $589,126 | +4.6% | 17,912 | 0.0% | 0.12% | +2.5% |
Q1 2023 | $562,975 | +5.0% | 17,912 | 0.0% | 0.12% | +6.1% |
Q4 2022 | $536,200 | +9.0% | 17,912 | +1.1% | 0.12% | -4.2% |
Q3 2022 | $492,000 | -23.0% | 17,719 | -19.2% | 0.12% | -14.9% |
Q2 2022 | $639,000 | -8.6% | 21,929 | +13.2% | 0.14% | +0.7% |
Q1 2022 | $699,000 | +6.6% | 19,364 | +16.2% | 0.14% | +5.3% |
Q4 2021 | $656,000 | -4.0% | 16,662 | +3.6% | 0.13% | -12.5% |
Q3 2021 | $683,000 | +5.9% | 16,080 | +6.4% | 0.15% | +7.0% |
Q2 2021 | $645,000 | +21.0% | 15,106 | +10.7% | 0.14% | +16.4% |
Q1 2021 | $533,000 | +49.7% | 13,649 | +40.4% | 0.12% | +38.6% |
Q4 2020 | $356,000 | +14.1% | 9,720 | +3.7% | 0.09% | 0.0% |
Q3 2020 | $312,000 | -25.0% | 9,370 | -31.4% | 0.09% | -22.8% |
Q2 2020 | $416,000 | +18.5% | 13,660 | -3.2% | 0.11% | +7.5% |
Q1 2020 | $351,000 | +8.0% | 14,109 | +32.2% | 0.11% | +41.3% |
Q4 2019 | $325,000 | -45.5% | 10,670 | -50.0% | 0.08% | +4.2% |
Q3 2019 | $596,000 | – | 21,340 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bare Financial Services, Inc | 437,959 | $17,110,418 | 9.00% |
Inspire Advisors, LLC | 945,382 | $35,905,617 | 4.76% |
Strategic Equity Management | 98,358 | $3,735,637 | 2.43% |
Revisor Wealth Management LLC | 64,215 | $2,438,886 | 1.69% |
AIFG Consultants Ltd. | 53,613 | $2,036,221 | 1.51% |
LVZ, Inc. | 183,973 | $6,987,304 | 0.95% |
PAX Financial Group, LLC | 124,716 | $4,736,732 | 0.92% |
MONEYWISE, INC. | 39,240 | $1,490,332 | 0.79% |
TruNorth Capital Management, LLC | 61,699 | $2,343,328 | 0.76% |
LifeGuide Financial Advisors, LLC | 34,645 | $1,315,814 | 0.64% |