ADVISORSHARES TR's ticker is CWS and the CUSIP is 00768Y560. A total of 18 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,325,221 | +1.4% | 44,570 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $2,293,684 | +42.7% | 42,515 | +34.5% | 0.00% | +100.0% |
| Q1 2023 | $1,607,851 | +40.8% | 31,618 | +31.7% | 0.00% | 0.0% |
| Q4 2022 | $1,141,761 | +17.7% | 24,011 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $970,000 | +12.3% | 23,598 | +15.0% | 0.00% | 0.0% |
| Q2 2022 | $864,000 | +5.0% | 20,528 | +20.5% | 0.00% | 0.0% |
| Q1 2022 | $823,000 | +42.4% | 17,042 | +57.3% | 0.00% | – |
| Q4 2021 | $578,000 | +39.3% | 10,832 | +21.4% | 0.00% | – |
| Q3 2021 | $415,000 | +11.9% | 8,926 | +12.3% | 0.00% | – |
| Q2 2021 | $371,000 | – | 7,947 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 20,340 | $1,061,140 | 0.51% |
| SPRENG CAPITAL MANAGEMENT, INC. | 10,920 | $569,698 | 0.42% |
| IRON Financial LLC | 4,000 | $208,681 | 0.12% |
| Kovack Advisors, Inc. | 4,354 | $227,149 | 0.03% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 6,984 | $364,355 | 0.03% |
| Cetera Advisor Networks LLC | 19,819 | $1,033,959 | 0.01% |
| Cerity Partners LLC | 14,157 | $738,585 | 0.00% |
| CIBC WORLD MARKET INC. | 16,309 | $851 | 0.00% |
| AE Wealth Management LLC | 6,487 | $338,427 | 0.00% |
| OSAIC HOLDINGS, INC. | 25,523 | $1,331,491 | 0.00% |