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 Q2 2022. 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% | – |
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% |