NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 87 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,635,966 | -5.5% | 52,334 | -0.6% | 0.74% | -5.7% |
| Q2 2023 | $1,732,008 | +9.8% | 52,661 | +4.9% | 0.79% | +5.5% |
| Q1 2023 | $1,578,091 | +18.3% | 50,210 | +12.6% | 0.75% | +22.1% |
| Q4 2022 | $1,334,537 | +18.8% | 44,574 | +10.0% | 0.61% | -37.3% |
| Q3 2022 | $1,123,000 | -30.8% | 40,505 | -27.3% | 0.97% | -28.0% |
| Q2 2022 | $1,623,000 | -41.8% | 55,739 | -27.9% | 1.35% | -30.9% |
| Q1 2022 | $2,791,000 | -2.4% | 77,337 | +6.5% | 1.96% | -7.1% |
| Q4 2021 | $2,859,000 | – | 72,583 | – | 2.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 661,314 | $26,050,000 | 7.38% |
| Faithward Advisors, LLC | 764,217 | $30,104,000 | 5.71% |
| Frontier Asset Management, LLC | 72,583 | $2,859,000 | 2.11% |
| Paradiem, LLC | 173,322 | $6,205,000 | 2.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 272,114 | $10,719,000 | 1.62% |
| CreativeOne Wealth, LLC | 666,871 | $26,269,000 | 1.30% |
| Inspire Investing, LLC | 280,914 | $11,065,000 | 1.27% |
| Values First Advisors, Inc. | 43,296 | $1,705,000 | 1.01% |
| Sound Financial Strategies Group, LLC | 41,281 | $1,626,000 | 0.81% |
| LVZ, Inc. | 149,398 | $5,885,000 | 0.79% |