NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 21 filers reported holding NORTHERN LTS FD TR IV in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $17,000 | -94.4% | 450 | -95.0% | 0.00% | – |
| Q4 2020 | $304,000 | +7.4% | 9,087 | -10.8% | 0.00% | – |
| Q3 2020 | $283,000 | +6.0% | 10,187 | -0.2% | 0.00% | – |
| Q2 2020 | $267,000 | +23.6% | 10,204 | +0.2% | 0.00% | – |
| Q1 2020 | $216,000 | -73.6% | 10,187 | -62.2% | 0.00% | – |
| Q4 2019 | $819,000 | +6.1% | 26,933 | -3.2% | 0.00% | – |
| Q3 2019 | $772,000 | -1.8% | 27,821 | -0.3% | 0.00% | – |
| Q2 2019 | $786,000 | +6.8% | 27,896 | +5.1% | 0.00% | – |
| Q1 2019 | $736,000 | +79.5% | 26,540 | +56.9% | 0.00% | – |
| Q4 2018 | $410,000 | – | 16,911 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,115,955 | $35,543,167 | 6.28% |
| PAX Financial Group, LLC | 286,379 | $9,121,171 | 2.08% |
| Paradiem, LLC | 163,734 | $5,214,928 | 1.57% |
| Legacy Wealth Asset Management, LLC | 131,343 | $4,183,267 | 1.54% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 347,934 | $11,081,690 | 1.29% |
| Inspire Investing, LLC | 276,849 | $8,817,628 | 1.13% |
| Range Financial Group LLC | 42,674 | $1,359,167 | 0.90% |
| OneAscent Financial Services LLC | 96,634 | $3,092 | 0.80% |
| Keel Point, LLC | 158,126 | $5,036,328 | 0.69% |
| Frontier Asset Management, LLC | 44,451 | $1,415,770 | 0.64% |