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 | $8,387,038 | +7.2% | 370,452 | +9.3% | 0.01% | -14.3% |
Q2 2023 | $7,825,872 | -0.3% | 338,929 | +1.1% | 0.01% | -6.7% |
Q1 2023 | $7,846,890 | +13.9% | 335,194 | +12.1% | 0.02% | +7.1% |
Q4 2022 | $6,888,000 | +6.2% | 298,986 | +4.3% | 0.01% | -6.7% |
Q3 2022 | $6,487,000 | +17.9% | 286,634 | +21.9% | 0.02% | +25.0% |
Q2 2022 | $5,502,000 | +18.2% | 235,102 | +23.1% | 0.01% | +33.3% |
Q1 2022 | $4,655,000 | +7.8% | 190,909 | +13.8% | 0.01% | +12.5% |
Q4 2021 | $4,320,000 | +22.4% | 167,822 | +24.3% | 0.01% | +14.3% |
Q3 2021 | $3,529,000 | +16.1% | 135,010 | +16.7% | 0.01% | 0.0% |
Q2 2021 | $3,040,000 | +18.9% | 115,657 | +17.0% | 0.01% | +16.7% |
Q1 2021 | $2,557,000 | +40.4% | 98,850 | +44.4% | 0.01% | +20.0% |
Q4 2020 | $1,821,000 | +38.2% | 68,463 | +36.7% | 0.01% | +25.0% |
Q3 2020 | $1,318,000 | -1.8% | 50,072 | -1.8% | 0.00% | -20.0% |
Q2 2020 | $1,342,000 | +14.0% | 50,977 | +5.5% | 0.01% | 0.0% |
Q1 2020 | $1,177,000 | – | 48,339 | – | 0.01% | – |
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% |