NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 41 filers reported holding NORTHERN LTS FD TR IV in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,677,563 | +5.9% | 559,963 | +8.0% | 2.89% | +6.8% |
| Q2 2023 | $11,976,591 | +1.9% | 518,692 | +3.3% | 2.71% | -3.9% |
| Q1 2023 | $11,755,290 | +21.6% | 502,148 | +19.7% | 2.82% | +14.8% |
| Q4 2022 | $9,664,643 | +11.9% | 419,472 | +9.9% | 2.45% | +11.1% |
| Q3 2022 | $8,637,000 | +8.1% | 381,652 | +11.8% | 2.21% | +9.2% |
| Q2 2022 | $7,992,000 | +19.1% | 341,519 | +24.1% | 2.02% | +30.0% |
| Q1 2022 | $6,710,000 | +42.3% | 275,153 | +50.2% | 1.56% | +47.1% |
| Q4 2021 | $4,716,000 | +22.5% | 183,217 | +24.4% | 1.06% | +12.2% |
| Q3 2021 | $3,851,000 | +83.1% | 147,332 | +84.1% | 0.94% | +77.1% |
| Q2 2021 | $2,103,000 | +87.6% | 80,015 | +84.6% | 0.53% | +68.4% |
| Q1 2021 | $1,121,000 | +219.4% | 43,336 | +228.0% | 0.32% | +187.3% |
| Q4 2020 | $351,000 | – | 13,214 | – | 0.11% | – |
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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% |