NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 34 filers reported holding NORTHERN LTS FD TR IV in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
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 Investing, LLC | 856,294 | $21,514,000 | 9.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 72,778 | $1,829,000 | 1.10% |
| Atria Investments, Inc | 567,539 | $14,259,000 | 0.60% |
| CreativeOne Wealth, LLC | 75,213 | $1,889,000 | 0.49% |
| LVZ, Inc. | 55,764 | $1,401,000 | 0.33% |
| M Holdings Securities, Inc. | 49,838 | $1,252,000 | 0.29% |
| AlphaStar Capital Management, LLC | 20,872 | $524,000 | 0.15% |
| Sowell Financial Services LLC | 32,300 | $812,000 | 0.09% |
| Keel Point, LLC | 17,203 | $432,000 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,351 | $687,000 | 0.01% |