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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,333,677 | -1.9% | 58,908 | 0.0% | 0.40% | +3.4% |
| Q2 2023 | $1,360,186 | -4.1% | 58,908 | -2.8% | 0.39% | -11.8% |
| Q1 2023 | $1,418,131 | +2.8% | 60,578 | +1.2% | 0.44% | -13.7% |
| Q4 2022 | $1,378,852 | -2.5% | 59,846 | -4.2% | 0.51% | -6.8% |
| Q3 2022 | $1,414,000 | -4.8% | 62,485 | -1.6% | 0.55% | -2.5% |
| Q2 2022 | $1,485,000 | -22.1% | 63,481 | -20.0% | 0.56% | -10.2% |
| Q1 2022 | $1,907,000 | -4.2% | 79,397 | +0.7% | 0.62% | -3.7% |
| Q4 2021 | $1,991,000 | -0.8% | 78,847 | +1.9% | 0.65% | +8.5% |
| Q3 2021 | $2,008,000 | -2.3% | 77,396 | -0.9% | 0.60% | -6.3% |
| Q2 2021 | $2,056,000 | -1.0% | 78,075 | -1.7% | 0.64% | -6.9% |
| Q1 2021 | $2,076,000 | -2.4% | 79,458 | -0.9% | 0.68% | -23.9% |
| Q4 2020 | $2,126,000 | – | 80,196 | – | 0.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,374,358 | $36,118,000 | 11.76% |
| Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
| Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
| CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
| Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
| Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
| PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
| LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |