NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,768,003 | -5.0% | 78,092 | -3.1% | 0.18% | -7.1% |
| Q2 2023 | $1,860,084 | +43.6% | 80,558 | +45.5% | 0.20% | +181.4% |
| Q1 2023 | $1,295,744 | +177.3% | 55,350 | +172.9% | 0.07% | +150.0% |
| Q4 2022 | $467,343 | +7.2% | 20,284 | +21.7% | 0.03% | -6.7% |
| Q3 2021 | $436,000 | -1.1% | 16,667 | -0.8% | 0.03% | -6.2% |
| Q2 2021 | $441,000 | +4.3% | 16,794 | +2.7% | 0.03% | -11.1% |
| Q1 2021 | $423,000 | – | 16,354 | – | 0.04% | – |
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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% |