NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,010 | -54.2% | 663,005 | -53.0% | 1.08% | +32.2% |
| Q2 2023 | $32,755 | +99.1% | 1,409,219 | +100.5% | 0.82% | +0.6% |
| Q1 2023 | $16,452 | +0.9% | 702,767 | -0.7% | 0.81% | -9.6% |
| Q4 2022 | $16,303 | -99.9% | 707,589 | -4.4% | 0.90% | -10.8% |
| Q3 2022 | $16,757,000 | -0.3% | 740,471 | +3.1% | 1.01% | +10.7% |
| Q2 2022 | $16,806,000 | -15.8% | 718,203 | -12.3% | 0.91% | -12.1% |
| Q1 2022 | $19,969,000 | -1.0% | 818,929 | +4.5% | 1.04% | +4.0% |
| Q4 2021 | $20,162,000 | +6.5% | 783,311 | +8.3% | 1.00% | -10.5% |
| Q3 2021 | $18,925,000 | +23.6% | 723,376 | +24.1% | 1.11% | +17.5% |
| Q2 2021 | $15,315,000 | +35.1% | 582,748 | +33.0% | 0.95% | +10.3% |
| Q1 2021 | $11,332,000 | +28.3% | 438,045 | +31.9% | 0.86% | +17.4% |
| Q4 2020 | $8,830,000 | +60.0% | 332,065 | +58.2% | 0.73% | -4.6% |
| Q3 2020 | $5,520,000 | +39.3% | 209,904 | +39.3% | 0.77% | +24.4% |
| Q2 2020 | $3,964,000 | +18.7% | 150,662 | +9.8% | 0.62% | -3.4% |
| Q1 2020 | $3,340,000 | +0.9% | 137,154 | +6.5% | 0.64% | +14.1% |
| Q4 2019 | $3,311,000 | +26.8% | 128,741 | +26.6% | 0.56% | +10.9% |
| Q3 2019 | $2,611,000 | +9.9% | 101,675 | +9.7% | 0.50% | +1.0% |
| Q2 2019 | $2,375,000 | +25.7% | 92,649 | +23.2% | 0.50% | +1.2% |
| Q1 2019 | $1,889,000 | +34.4% | 75,213 | +30.7% | 0.49% | +4.2% |
| Q4 2018 | $1,405,000 | +58.2% | 57,531 | +58.7% | 0.47% | +44.2% |
| Q3 2018 | $888,000 | +270.0% | 36,247 | +268.4% | 0.33% | +218.4% |
| Q2 2018 | $240,000 | – | 9,838 | – | 0.10% | – |
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% |