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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,200,000 | +22.7% | 52,553 | +11.3% | 0.02% | 0.0% |
| Q3 2020 | $2,609,000 | +22.8% | 47,204 | +17.7% | 0.02% | +15.4% |
| Q2 2020 | $2,125,000 | +42.6% | 40,104 | +8.6% | 0.01% | +8.3% |
| Q1 2020 | $1,490,000 | +206.6% | 36,945 | +246.0% | 0.01% | +200.0% |
| Q1 2019 | $486,000 | -43.8% | 10,678 | -50.5% | 0.00% | -50.0% |
| Q4 2018 | $864,000 | +23.8% | 21,559 | +66.0% | 0.01% | +33.3% |
| Q3 2018 | $698,000 | -32.2% | 12,985 | -32.8% | 0.01% | -40.0% |
| Q2 2018 | $1,029,000 | -9.9% | 19,327 | -0.6% | 0.01% | -9.1% |
| Q1 2018 | $1,142,000 | – | 19,440 | – | 0.01% | – |
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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% |