NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $490,166 | -4.3% | 21,650 | -2.4% | 0.04% | -5.4% |
Q2 2023 | $511,999 | -4.0% | 22,174 | -2.6% | 0.04% | -2.6% |
Q1 2023 | $533,139 | -3.5% | 22,774 | -5.0% | 0.04% | -7.3% |
Q4 2022 | $552,311 | -10.0% | 23,972 | -11.7% | 0.04% | -19.6% |
Q3 2022 | $614,000 | -12.3% | 27,137 | -9.3% | 0.05% | -10.5% |
Q2 2022 | $700,000 | -17.7% | 29,924 | -14.3% | 0.06% | +1.8% |
Q1 2022 | $851,000 | -4.9% | 34,907 | +0.4% | 0.06% | 0.0% |
Q4 2021 | $895,000 | -2.7% | 34,767 | -1.2% | 0.06% | -9.7% |
Q3 2021 | $920,000 | +1.5% | 35,179 | +2.0% | 0.06% | +1.6% |
Q2 2021 | $906,000 | +0.7% | 34,474 | -1.0% | 0.06% | -4.7% |
Q1 2021 | $900,000 | -2.1% | 34,808 | +0.7% | 0.06% | +1.6% |
Q4 2020 | $919,000 | -5.4% | 34,573 | -6.4% | 0.06% | -24.1% |
Q3 2020 | $971,000 | +4.6% | 36,937 | +4.7% | 0.08% | -5.7% |
Q2 2020 | $928,000 | +13.3% | 35,266 | +4.8% | 0.09% | -24.8% |
Q1 2020 | $819,000 | -9.5% | 33,636 | -4.4% | 0.12% | +21.9% |
Q4 2019 | $905,000 | +39.2% | 35,195 | +39.1% | 0.10% | +29.7% |
Q3 2019 | $650,000 | – | 25,299 | – | 0.07% | – |
Download |
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% |