ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 27 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,000 | -48.7% | 396 | -51.0% | 0.00% | – |
| Q1 2023 | $39,000 | +30.0% | 808 | +29.9% | 0.00% | – |
| Q4 2022 | $30,000 | -75.8% | 622 | -77.9% | 0.00% | – |
| Q3 2022 | $124,000 | -2.4% | 2,815 | +7.5% | 0.00% | – |
| Q2 2022 | $127,000 | -54.5% | 2,618 | -43.7% | 0.00% | – |
| Q1 2022 | $279,000 | -27.0% | 4,654 | -21.7% | 0.00% | – |
| Q4 2021 | $382,000 | +6.4% | 5,947 | +5.6% | 0.00% | – |
| Q3 2021 | $359,000 | -2.2% | 5,634 | +2.1% | 0.00% | – |
| Q2 2021 | $367,000 | +15.4% | 5,517 | +8.1% | 0.00% | – |
| Q1 2021 | $318,000 | +44.5% | 5,103 | +41.2% | 0.00% | – |
| Q4 2020 | $220,000 | -79.6% | 3,614 | -81.5% | 0.00% | – |
| Q3 2020 | $1,081,000 | +12.7% | 19,562 | +8.1% | 0.00% | – |
| Q2 2020 | $959,000 | +36.8% | 18,103 | +4.1% | 0.00% | – |
| Q1 2020 | $701,000 | -26.1% | 17,391 | -1.2% | 0.00% | – |
| Q4 2019 | $948,000 | +36.0% | 17,601 | +20.4% | 0.00% | – |
| Q3 2019 | $697,000 | +42.2% | 14,616 | +48.7% | 0.00% | – |
| Q2 2019 | $490,000 | +60.7% | 9,832 | +46.8% | 0.00% | – |
| Q1 2019 | $305,000 | -31.8% | 6,696 | -40.0% | 0.00% | – |
| Q4 2018 | $447,000 | -5.1% | 11,166 | +27.4% | 0.00% | – |
| Q3 2018 | $471,000 | -82.6% | 8,765 | -82.7% | 0.00% | -100.0% |
| Q2 2018 | $2,701,000 | +14.7% | 50,741 | +26.6% | 0.00% | 0.0% |
| Q1 2018 | $2,354,000 | +2.1% | 40,067 | +2.3% | 0.00% | 0.0% |
| Q4 2017 | $2,305,000 | +39.6% | 39,159 | +31.9% | 0.00% | 0.0% |
| Q3 2017 | $1,651,000 | +211.5% | 29,699 | +161.9% | 0.00% | – |
| Q2 2017 | $530,000 | +703.0% | 11,340 | +591.5% | 0.00% | – |
| Q4 2016 | $66,000 | +725.0% | 1,640 | +720.0% | 0.00% | – |
| Q1 2016 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2015 | $8,000 | +166.7% | 200 | +185.7% | 0.00% | – |
| Q2 2015 | $3,000 | -40.0% | 70 | -53.3% | 0.00% | – |
| Q2 2013 | $5,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 13,799 | $840,000 | 0.93% |
| Claro Advisors LLC | 18,148 | $1,105,000 | 0.59% |
| PERSONAL CFO SOLUTIONS, LLC | 14,953 | $910,000 | 0.22% |
| STRATEGY ASSET MANAGERS LLC | 7,072 | $431,000 | 0.10% |
| WealthShield Partners, LLC | 4,741 | $289,000 | 0.05% |
| Prospera Financial Services Inc | 8,946 | $545,000 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 20,528 | $1,250,000 | 0.02% |
| Janney Montgomery Scott LLC | 52,553 | $3,200,000 | 0.02% |
| REILLY FINANCIAL ADVISORS, LLC | 1,500 | $91,000 | 0.01% |
| Stratos Wealth Partners, LTD. | 4,602 | $280,000 | 0.01% |