NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 43 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,427,135 | +5.1% | 63,036 | +7.2% | 0.94% | +9.4% |
| Q2 2023 | $1,357,831 | +35.1% | 58,806 | +37.0% | 0.86% | +31.2% |
| Q1 2023 | $1,004,804 | +54.8% | 42,922 | +52.3% | 0.66% | +48.9% |
| Q4 2022 | $649,221 | +3.4% | 28,178 | +1.6% | 0.44% | -8.9% |
| Q3 2022 | $628,000 | -7.6% | 27,732 | -4.6% | 0.48% | -1.8% |
| Q2 2022 | $680,000 | -18.1% | 29,058 | -14.6% | 0.49% | -6.8% |
| Q1 2022 | $830,000 | +35.2% | 34,039 | +42.7% | 0.53% | +30.9% |
| Q4 2021 | $614,000 | +186.9% | 23,853 | +191.9% | 0.40% | +163.0% |
| Q3 2021 | $214,000 | – | 8,173 | – | 0.15% | – |
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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% |