ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 32 filers reported holding ADVISORSHARES TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |