NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 34 filers reported holding NORTHERN LTS FD TR IV in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,041 | -1.7% | 1,018 | +0.2% | 0.02% | +7.1% |
| Q2 2023 | $23,451 | -98.6% | 1,016 | -98.5% | 0.01% | -98.7% |
| Q1 2023 | $1,639,923 | +4.8% | 70,052 | +3.2% | 1.04% | -4.3% |
| Q4 2022 | $1,564,147 | +1.2% | 67,888 | -0.6% | 1.09% | -1.8% |
| Q3 2022 | $1,546,000 | -2.2% | 68,273 | +1.1% | 1.11% | -1.0% |
| Q2 2022 | $1,580,000 | -1.5% | 67,543 | +2.7% | 1.12% | +10.8% |
| Q1 2022 | $1,604,000 | +0.1% | 65,765 | +5.7% | 1.01% | +6.7% |
| Q4 2021 | $1,602,000 | +9.3% | 62,241 | +11.0% | 0.95% | -0.1% |
| Q3 2021 | $1,466,000 | +12.2% | 56,058 | +12.7% | 0.95% | +7.1% |
| Q2 2021 | $1,307,000 | +5.8% | 49,736 | +4.2% | 0.89% | -2.7% |
| Q1 2021 | $1,235,000 | -2.8% | 47,726 | -0.1% | 0.91% | -9.9% |
| Q4 2020 | $1,270,000 | +14.9% | 47,792 | +13.8% | 1.01% | -0.4% |
| Q3 2020 | $1,105,000 | +6.4% | 42,001 | +6.3% | 1.02% | -1.3% |
| Q2 2020 | $1,039,000 | +8.8% | 39,515 | +0.7% | 1.03% | -10.3% |
| Q1 2020 | $955,278 | -14.1% | 39,231 | -9.2% | 1.15% | +6.9% |
| Q4 2019 | $1,112,000 | – | 43,225 | – | 1.07% | – |
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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% |