NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $479,489 | -0.9% | 20,561 | -0.2% | 0.03% | +7.1% |
| Q1 2024 | $483,615 | -5.6% | 20,597 | -5.2% | 0.03% | -15.2% |
| Q4 2023 | $512,350 | +4.5% | 21,719 | +0.3% | 0.03% | -5.7% |
| 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 Advisors, LLC | 3,702,978 | $86,353,458 | 11.45% |
| Faithward Advisors, LLC | 1,425,301 | $33,238,019 | 6.01% |
| Bare Financial Services, Inc | 446,359 | $10,560,854 | 5.55% |
| Inspire Investing, LLC | 991,206 | $23,114,923 | 2.66% |
| PAX Financial Group, LLC | 497,570 | $11,603,335 | 2.27% |
| OneAscent Wealth Management LLC | 180,264 | $4,218 | 2.19% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 555,150 | $12,946,109 | 1.15% |
| OneAscent Financial Services LLC | 313,432 | $7,334 | 1.02% |
| Legacy Wealth Asset Management, LLC | 139,634 | $3,256,271 | 0.92% |
| Range Financial Group LLC | 74,349 | $1,733,819 | 0.89% |