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 | $34,549 | -48.0% | 1,526 | -46.9% | 0.00% | -42.9% |
| Q2 2023 | $66,407 | -28.9% | 2,876 | -27.9% | 0.01% | -41.7% |
| Q1 2023 | $93,336 | +0.3% | 3,987 | -1.2% | 0.01% | -14.3% |
| Q4 2022 | $93,012 | +2.2% | 4,037 | 0.0% | 0.01% | -33.3% |
| Q3 2022 | $91,000 | -3.2% | 4,037 | 0.0% | 0.02% | -12.5% |
| Q2 2022 | $94,000 | -15.3% | 4,037 | -11.1% | 0.02% | -14.3% |
| Q1 2022 | $111,000 | -15.3% | 4,542 | -10.9% | 0.03% | -24.3% |
| Q4 2021 | $131,000 | – | 5,100 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 856,294 | $21,514,000 | 9.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 72,778 | $1,829,000 | 1.10% |
| Atria Investments, Inc | 567,539 | $14,259,000 | 0.60% |
| CreativeOne Wealth, LLC | 75,213 | $1,889,000 | 0.49% |
| LVZ, Inc. | 55,764 | $1,401,000 | 0.33% |
| M Holdings Securities, Inc. | 49,838 | $1,252,000 | 0.29% |
| AlphaStar Capital Management, LLC | 20,872 | $524,000 | 0.15% |
| Sowell Financial Services LLC | 32,300 | $812,000 | 0.09% |
| Keel Point, LLC | 17,203 | $432,000 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,351 | $687,000 | 0.01% |