NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015,232 | -9.6% | 44,721 | -8.0% | 0.01% | -6.7% |
| Q2 2023 | $1,122,774 | -2.4% | 48,626 | -0.9% | 0.02% | -11.8% |
| Q1 2023 | $1,150,674 | +11.3% | 49,063 | +9.4% | 0.02% | 0.0% |
| Q4 2022 | $1,033,459 | +22.5% | 44,855 | +20.4% | 0.02% | +13.3% |
| Q3 2022 | $843,816 | -2.0% | 37,241 | +1.2% | 0.02% | -6.2% |
| Q2 2022 | $861,000 | -2.4% | 36,808 | +1.7% | 0.02% | +6.7% |
| Q1 2022 | $882,000 | – | 36,184 | – | 0.02% | – |
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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% |