NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 101 filers reported holding NORTHERN LTS FD TR IV in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $333,461 | -83.6% | 8,779 | -83.2% | 0.00% | -82.6% |
| Q1 2024 | $2,037,631 | +15.6% | 52,273 | +3.5% | 0.02% | +4.5% |
| Q4 2023 | $1,762,680 | +4.8% | 50,507 | -5.9% | 0.02% | -8.3% |
| Q3 2023 | $1,681,921 | +5.8% | 53,694 | +11.1% | 0.02% | +9.1% |
| Q2 2023 | $1,589,015 | +8.5% | 48,313 | +4.0% | 0.02% | 0.0% |
| Q1 2023 | $1,463,858 | +10.1% | 46,472 | +4.7% | 0.02% | +4.8% |
| Q4 2022 | $1,329,366 | +14.6% | 44,401 | +6.5% | 0.02% | +5.0% |
| Q3 2022 | $1,159,955 | -2.4% | 41,689 | +2.1% | 0.02% | -9.1% |
| Q2 2022 | $1,189,000 | -15.9% | 40,828 | +4.3% | 0.02% | -4.3% |
| Q1 2022 | $1,413,000 | – | 39,148 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bare Financial Services, Inc | 437,959 | $17,110,418 | 9.00% |
| Inspire Advisors, LLC | 945,382 | $35,905,617 | 4.76% |
| Strategic Equity Management | 98,358 | $3,735,637 | 2.43% |
| Revisor Wealth Management LLC | 64,215 | $2,438,886 | 1.69% |
| AIFG Consultants Ltd. | 53,613 | $2,036,221 | 1.51% |
| LVZ, Inc. | 183,973 | $6,987,304 | 0.95% |
| PAX Financial Group, LLC | 124,716 | $4,736,732 | 0.92% |
| MONEYWISE, INC. | 39,240 | $1,490,332 | 0.79% |
| TruNorth Capital Management, LLC | 61,699 | $2,343,328 | 0.76% |
| LifeGuide Financial Advisors, LLC | 34,645 | $1,315,814 | 0.64% |