NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339 | -4.2% | 14,930 | -2.6% | 0.05% | +2.2% |
| Q2 2023 | $354 | -64.1% | 15,323 | -63.5% | 0.05% | -65.7% |
| Q1 2023 | $986 | -99.9% | 42,021 | -0.5% | 0.13% | +3.1% |
| Q4 2021 | $1,087,000 | +4.1% | 42,220 | +5.8% | 0.13% | -13.3% |
| Q3 2021 | $1,044,000 | +0.1% | 39,923 | +0.7% | 0.15% | -3.2% |
| Q2 2021 | $1,043,000 | +6.4% | 39,663 | +4.8% | 0.16% | -11.9% |
| Q1 2021 | $980,000 | +16.9% | 37,862 | +20.1% | 0.18% | -4.3% |
| Q4 2020 | $838,000 | +16.7% | 31,534 | +15.7% | 0.18% | -20.3% |
| Q3 2020 | $718,000 | +12.9% | 27,266 | +13.0% | 0.23% | -4.1% |
| Q2 2020 | $636,000 | +15.8% | 24,119 | +7.2% | 0.24% | -17.2% |
| Q1 2020 | $549,000 | +135.6% | 22,496 | +148.2% | 0.29% | +206.3% |
| Q4 2019 | $233,000 | – | 9,064 | – | 0.10% | – |
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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% |