NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 41 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,516,810 | -9.9% | 1,038,728 | -8.1% | 3.00% | -4.9% |
Q2 2023 | $26,103,998 | -11.2% | 1,130,533 | -10.0% | 3.16% | -15.6% |
Q1 2023 | $29,408,818 | -21.6% | 1,256,250 | -22.9% | 3.74% | -22.5% |
Q4 2022 | $37,524,942 | +0.6% | 1,628,687 | -1.2% | 4.83% | -8.4% |
Q3 2022 | $37,318,000 | -4.6% | 1,649,050 | -1.4% | 5.27% | +1.6% |
Q2 2022 | $39,130,000 | -0.6% | 1,672,226 | +3.6% | 5.19% | +14.0% |
Q1 2022 | $39,354,000 | +7.7% | 1,613,864 | +13.7% | 4.55% | +8.7% |
Q4 2021 | $36,531,000 | +3.6% | 1,419,242 | +5.2% | 4.19% | -6.0% |
Q3 2021 | $35,265,000 | +62.3% | 1,349,092 | +63.2% | 4.46% | +55.9% |
Q2 2021 | $21,722,000 | +10.5% | 826,568 | +8.8% | 2.86% | -5.2% |
Q1 2021 | $19,653,000 | +16.8% | 759,682 | +20.0% | 3.01% | -19.0% |
Q4 2020 | $16,831,000 | +10.5% | 632,968 | +9.3% | 3.72% | -11.2% |
Q3 2020 | $15,232,000 | +7.9% | 579,161 | +7.9% | 4.19% | -14.0% |
Q2 2020 | $14,120,000 | -3.4% | 536,688 | -10.6% | 4.88% | -16.5% |
Q1 2020 | $14,614,000 | -46.9% | 600,153 | -43.9% | 5.84% | -40.8% |
Q4 2019 | $27,504,000 | -1.5% | 1,069,563 | -1.6% | 9.86% | -7.3% |
Q3 2019 | $27,910,000 | +0.6% | 1,087,038 | +0.5% | 10.64% | -8.8% |
Q2 2019 | $27,730,000 | +28.9% | 1,081,735 | +26.3% | 11.66% | +16.8% |
Q1 2019 | $21,514,000 | +33.4% | 856,294 | +29.7% | 9.99% | -7.9% |
Q4 2018 | $16,126,000 | +1.1% | 660,349 | +1.4% | 10.84% | +10.3% |
Q3 2018 | $15,949,000 | +6.1% | 651,389 | +5.7% | 9.83% | -8.0% |
Q2 2018 | $15,037,000 | +17.8% | 616,513 | +18.0% | 10.69% | -17.9% |
Q1 2018 | $12,770,000 | -1.4% | 522,266 | +1.7% | 13.01% | +18.1% |
Q4 2017 | $12,954,000 | – | 513,568 | – | 11.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Inspire Advisors, LLC | 2,381,996 | $55,739,000 | 15.59% |
Faithward Advisors, LLC | 1,661,244 | $38,873,000 | 8.72% |
Inspire Investing, LLC | 1,672,226 | $39,130,000 | 5.19% |
PAX Financial Group, LLC | 341,519 | $7,992,000 | 2.02% |
Legacy Wealth Asset Management, LLC | 152,641 | $3,572,000 | 1.45% |
Values First Advisors, Inc. | 67,543 | $1,580,000 | 1.12% |
CreativeOne Wealth, LLC | 718,203 | $16,806,000 | 0.91% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 199,697 | $4,673,000 | 0.77% |
Paradiem, LLC | 63,481 | $1,485,000 | 0.56% |
Range Financial Group LLC | 29,058 | $680,000 | 0.49% |