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 | $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 ↓ |
|---|---|---|---|
| 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% |