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 2023 | $43,220 | -6.7% | 1,909 | -4.8% | 0.00% | – |
| Q2 2023 | $46,319 | -1.1% | 2,006 | +0.3% | 0.00% | – |
| Q1 2023 | $46,820 | +1.6% | 2,000 | 0.0% | 0.00% | – |
| Q4 2022 | $46,080 | +2.4% | 2,000 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -4.3% | 2,000 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -4.1% | 2,000 | 0.0% | 0.00% | – |
| Q1 2022 | $49,000 | – | 2,000 | – | 0.00% | – |
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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% |