NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 33 filers reported holding NORTHERN LTS FD TR IV in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $170,000 | -19.8% | 6,386 | -20.6% | 0.00% | – |
| Q3 2020 | $212,000 | +0.5% | 8,038 | +0.2% | 0.00% | – |
| Q2 2020 | $211,000 | +8.2% | 8,025 | 0.0% | 0.00% | – |
| Q1 2020 | $195,000 | +36.4% | 8,025 | +44.4% | 0.00% | – |
| Q4 2019 | $143,000 | +0.7% | 5,559 | 0.0% | 0.00% | – |
| Q3 2019 | $142,000 | +42.0% | 5,559 | +41.8% | 0.00% | – |
| Q2 2019 | $100,000 | – | 3,920 | – | 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% |