NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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 Investing, LLC | 856,294 | $21,514,000 | 9.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 72,778 | $1,829,000 | 1.10% |
| Atria Investments, Inc | 567,539 | $14,259,000 | 0.60% |
| CreativeOne Wealth, LLC | 75,213 | $1,889,000 | 0.49% |
| LVZ, Inc. | 55,764 | $1,401,000 | 0.33% |
| M Holdings Securities, Inc. | 49,838 | $1,252,000 | 0.29% |
| AlphaStar Capital Management, LLC | 20,872 | $524,000 | 0.15% |
| Sowell Financial Services LLC | 32,300 | $812,000 | 0.09% |
| Keel Point, LLC | 17,203 | $432,000 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,351 | $687,000 | 0.01% |