ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 28 filers reported holding ADVISORSHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 102,448 | $6,018,000 | 4.06% |
| Sequoia Wealth Management, LLC | 43,389 | $2,542,000 | 2.46% |
| WealthShield Partners, LLC | 56,727 | $3,332,000 | 2.11% |
| NWAM LLC | 35,035 | $2,058,000 | 0.52% |
| Kovack Advisors, Inc. | 26,623 | $1,564,000 | 0.39% |
| Highland Private Wealth Management | 6,775 | $398,000 | 0.24% |
| Private Advisory Group LLC | 6,775 | $398,000 | 0.24% |
| B. Riley Financial, Inc. | 12,981 | $763,000 | 0.21% |
| Claraphi Advisory Network, LLC | 4,265 | $251,000 | 0.18% |
| MinichMacGregor Wealth Management, LLC | 3,504 | $205,000 | 0.16% |