NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 12 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $38,000 | +5.6% | 1,496 | +5.9% | 0.00% | – |
| Q3 2019 | $36,000 | +24.1% | 1,413 | +23.7% | 0.00% | – |
| Q2 2019 | $29,000 | -23.7% | 1,142 | -23.2% | 0.00% | – |
| Q1 2019 | $38,000 | +31.0% | 1,487 | +24.0% | 0.00% | – |
| Q4 2018 | $29,000 | 0.0% | 1,199 | +1.2% | 0.00% | – |
| Q3 2018 | $29,000 | +222.2% | 1,185 | +217.7% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 373 | -3.1% | 0.00% | – |
| Q1 2018 | $9,000 | +50.0% | 385 | +57.1% | 0.00% | – |
| Q4 2017 | $6,000 | – | 245 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 1,235,397 | $32,849,000 | 14.33% |
| OneAscent Financial Services LLC | 438,631 | $11,663,000 | 12.44% |
| OneAscent Wealth Management LLC | 959,353 | $25,509,000 | 11.55% |
| Inspire Advisors, LLC | 1,129,969 | $30,046,000 | 11.22% |
| Inspire Investing, LLC | 632,968 | $16,831,000 | 3.72% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 334,163 | $8,885,000 | 1.90% |
| Legacy Wealth Asset Management, LLC | 110,201 | $2,930,000 | 1.48% |
| Values First Advisors, Inc. | 47,792 | $1,270,000 | 1.01% |
| Paradiem, LLC | 80,196 | $2,126,000 | 0.90% |
| CreativeOne Wealth, LLC | 332,065 | $8,830,000 | 0.73% |