NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 30 filers reported holding NORTHERN LTS FD TR IV in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $258,601 | -20.9% | 11,224 | -22.4% | 0.00% | -33.3% |
| Q3 2022 | $327,000 | -4.1% | 14,460 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $341,000 | +0.3% | 14,576 | +4.6% | 0.00% | +50.0% |
| Q1 2022 | $340,000 | -53.5% | 13,937 | -50.9% | 0.00% | -60.0% |
| Q4 2021 | $731,000 | +31.9% | 28,388 | +33.9% | 0.01% | 0.0% |
| Q3 2021 | $554,000 | -30.7% | 21,205 | -30.3% | 0.01% | -28.6% |
| Q2 2021 | $799,000 | +74.8% | 30,410 | +72.0% | 0.01% | +40.0% |
| Q1 2021 | $457,000 | -4.0% | 17,680 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $476,000 | +35.6% | 17,915 | +34.4% | 0.01% | 0.0% |
| Q3 2020 | $351,000 | +12.1% | 13,332 | +12.2% | 0.01% | 0.0% |
| Q2 2020 | $313,000 | +12.2% | 11,886 | +9.4% | 0.01% | -16.7% |
| Q4 2019 | $279,000 | +14.8% | 10,864 | +15.0% | 0.01% | -14.3% |
| Q3 2019 | $243,000 | +9.0% | 9,446 | +8.8% | 0.01% | 0.0% |
| Q2 2019 | $223,000 | – | 8,681 | – | 0.01% | – |
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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% |