NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 12 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770 | +3.9% | 34,005 | +5.9% | 0.00% | 0.0% |
| Q2 2023 | $741 | +14.5% | 32,098 | +16.1% | 0.00% | +100.0% |
| Q1 2023 | $647 | +58.6% | 27,658 | +56.0% | 0.00% | 0.0% |
| Q4 2022 | $408 | -99.9% | 17,727 | +7.9% | 0.00% | 0.0% |
| Q3 2022 | $371,000 | +34.4% | 16,423 | +38.8% | 0.00% | 0.0% |
| Q2 2022 | $276,000 | -30.1% | 11,828 | -27.0% | 0.00% | 0.0% |
| Q1 2022 | $395,000 | -47.5% | 16,210 | -47.5% | 0.00% | -75.0% |
| Q2 2018 | $753,000 | +1.2% | 30,888 | +1.4% | 0.00% | 0.0% |
| Q1 2018 | $744,000 | -3.8% | 30,456 | -0.7% | 0.00% | 0.0% |
| Q4 2017 | $773,000 | – | 30,656 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 1,235,397 | $32,849,000 | 14.33% |
| OneAscent Financial Services LLC | 438,631 | $11,663,000 | 12.44% |
| OneAscent Wealth Management LLC | 959,353 | $25,509,000 | 11.55% |
| Inspire Advisors, LLC | 1,129,969 | $30,046,000 | 11.22% |
| Inspire Investing, LLC | 632,968 | $16,831,000 | 3.72% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 334,163 | $8,885,000 | 1.90% |
| Legacy Wealth Asset Management, LLC | 110,201 | $2,930,000 | 1.48% |
| Values First Advisors, Inc. | 47,792 | $1,270,000 | 1.01% |
| Paradiem, LLC | 80,196 | $2,126,000 | 0.90% |
| CreativeOne Wealth, LLC | 332,065 | $8,830,000 | 0.73% |