NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $73 | +421.4% | 3,129 | +397.5% | 0.01% | +400.0% |
| Q4 2022 | $14 | -100.0% | 629 | -80.4% | 0.00% | -80.0% |
| Q3 2022 | $73,000 | +15.9% | 3,208 | +18.5% | 0.01% | +25.0% |
| Q2 2022 | $63,000 | +1.6% | 2,708 | +6.8% | 0.01% | +14.3% |
| Q1 2022 | $62,000 | +5.1% | 2,535 | +10.1% | 0.01% | +40.0% |
| Q4 2021 | $59,000 | +68.6% | 2,302 | +73.3% | 0.01% | +66.7% |
| Q3 2021 | $35,000 | 0.0% | 1,328 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 1,328 | -2.8% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | -5.4% | 1,366 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | -7.5% | 1,366 | -10.4% | 0.00% | -25.0% |
| Q3 2020 | $40,000 | 0.0% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $40,000 | +100.0% | 1,525 | +82.4% | 0.00% | +100.0% |
| Q1 2020 | $20,000 | -9.1% | 836 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | -24.1% | 836 | -26.8% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | 0.0% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | 0.0% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | +3.6% | 1,142 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $28,000 | -9.7% | 1,142 | -11.1% | 0.00% | +100.0% |
| Q3 2018 | $31,000 | -42.6% | 1,285 | -41.9% | 0.00% | -50.0% |
| Q2 2018 | $54,000 | +12.5% | 2,210 | +11.8% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | – | 1,977 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,374,358 | $36,118,000 | 11.76% |
| Faithward Advisors, LLC | 1,749,920 | $45,988,000 | 9.11% |
| Inspire Investing, LLC | 826,568 | $21,722,000 | 2.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,409 | $8,972,000 | 1.56% |
| Legacy Wealth Asset Management, LLC | 125,225 | $3,291,000 | 1.46% |
| CreativeOne Wealth, LLC | 582,748 | $15,315,000 | 0.95% |
| Values First Advisors, Inc. | 49,736 | $1,307,000 | 0.89% |
| Paradiem, LLC | 78,075 | $2,056,000 | 0.64% |
| PAX Financial Group, LLC | 80,015 | $2,103,000 | 0.53% |
| LVZ, Inc. | 60,941 | $1,602,000 | 0.24% |