NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,519 | -1.0% | 23,742 | +0.9% | 0.27% | +17.7% |
| Q2 2023 | $543,123 | +102.6% | 23,522 | +105.4% | 0.23% | +64.5% |
| Q1 2023 | $268,045 | +5.9% | 11,450 | +4.2% | 0.14% | +20.5% |
| Q4 2022 | $253,094 | -5.6% | 10,985 | -7.4% | 0.12% | -42.9% |
| Q3 2022 | $268,000 | -3.6% | 11,857 | -0.0% | 0.20% | +57.7% |
| Q2 2022 | $278,000 | -3.8% | 11,861 | -0.1% | 0.13% | +28.7% |
| Q1 2022 | $289,000 | -51.3% | 11,870 | -48.5% | 0.10% | -54.5% |
| Q4 2021 | $593,000 | -22.4% | 23,055 | -21.1% | 0.22% | -35.8% |
| Q3 2021 | $764,000 | – | 29,219 | – | 0.35% | – |
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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% |