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 2022 | $236,000 | -36.0% | 10,431 | -31.0% | 0.01% | -16.7% |
| Q1 2022 | $369,000 | +7.0% | 15,125 | +12.8% | 0.01% | +9.1% |
| Q4 2021 | $345,000 | -18.6% | 13,410 | -17.3% | 0.01% | -21.4% |
| Q3 2021 | $424,000 | -0.5% | 16,210 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $426,000 | +52.7% | 16,210 | +50.1% | 0.02% | +50.0% |
| Q1 2021 | $279,000 | +6.5% | 10,800 | +9.7% | 0.01% | -16.7% |
| Q4 2020 | $262,000 | – | 9,845 | – | 0.01% | – |
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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% |