NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 53 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $227 | -100.0% | 9,688 | -96.9% | 0.09% | -96.7% |
| Q3 2022 | $7,095,000 | +2831.8% | 313,114 | +3053.2% | 2.82% | +1527.7% |
| Q1 2022 | $242,000 | -34.1% | 9,930 | -29.2% | 0.17% | -64.6% |
| Q3 2021 | $367,000 | -28.5% | 14,029 | -29.2% | 0.49% | -3.0% |
| Q1 2021 | $513,000 | -95.6% | 19,813 | -95.5% | 0.50% | -95.9% |
| Q4 2020 | $11,663,000 | -47.4% | 438,631 | -47.9% | 12.44% | +7.6% |
| Q3 2020 | $22,154,000 | +7.2% | 842,372 | +7.2% | 11.56% | -16.4% |
| Q2 2020 | $20,674,000 | +20.8% | 785,780 | +11.8% | 13.83% | +7.3% |
| Q1 2020 | $17,114,000 | +12.0% | 702,833 | +18.2% | 12.89% | +52.5% |
| Q4 2019 | $15,286,000 | -6.2% | 594,452 | -6.5% | 8.45% | -24.3% |
| Q2 2019 | $16,298,000 | – | 635,786 | – | 11.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 3,577,089 | $80,985,293 | 14.30% |
| Faithward Advisors, LLC | 1,380,507 | $31,240,880 | 7.61% |
| Inspire Investing, LLC | 1,038,728 | $23,516,810 | 3.00% |
| PAX Financial Group, LLC | 559,963 | $12,677,563 | 2.89% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 477,162 | $10,802,945 | 1.26% |
| CreativeOne Wealth, LLC | 663,005 | $15,010 | 1.08% |
| Legacy Wealth Asset Management, LLC | 126,911 | $2,873,271 | 1.06% |
| Range Financial Group LLC | 63,036 | $1,427,135 | 0.94% |
| LVZ, Inc. | 162,542 | $3,679,947 | 0.59% |
| WorthPointe, LLC | 41,095 | $930,391 | 0.55% |