NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 53 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 1,374,358 | $36,118,000 | 11.76% |
Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |