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 | $322,073 | +8.2% | 13,811 | +8.9% | 0.12% | +3.5% |
| Q1 2024 | $297,750 | +1.0% | 12,681 | +1.5% | 0.12% | +0.9% |
| Q4 2023 | $294,828 | +1.6% | 12,498 | -2.5% | 0.11% | -6.6% |
| Q3 2023 | $290,267 | -5.2% | 12,821 | -3.3% | 0.12% | -3.2% |
| Q2 2023 | $306,243 | +2.8% | 13,263 | +4.2% | 0.13% | +0.8% |
| Q1 2023 | $297,869 | +37.0% | 12,724 | +34.8% | 0.12% | +31.6% |
| Q4 2022 | $217,475 | – | 9,439 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,774,574 | $46,387,000 | 14.62% |
| Faithward Advisors, LLC | 1,744,985 | $45,614,000 | 8.85% |
| Inspire Investing, LLC | 1,349,092 | $35,265,000 | 4.46% |
| Legacy Wealth Asset Management, LLC | 130,288 | $3,406,000 | 1.56% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 355,424 | $9,291,000 | 1.54% |
| CreativeOne Wealth, LLC | 723,376 | $18,925,000 | 1.11% |
| Values First Advisors, Inc. | 56,058 | $1,466,000 | 0.95% |
| PAX Financial Group, LLC | 147,332 | $3,851,000 | 0.94% |
| Paradiem, LLC | 77,396 | $2,008,000 | 0.60% |
| OneAscent Financial Services LLC | 14,029 | $367,000 | 0.49% |