ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 31 filers reported holding ADVISORSHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $832,632 | -1.1% | 16,986 | +0.1% | 0.00% | – |
| Q2 2023 | $841,905 | +8.4% | 16,970 | +4.4% | 0.00% | – |
| Q1 2023 | $776,711 | +34.1% | 16,259 | +34.0% | 0.00% | – |
| Q4 2022 | $579,357 | -7.3% | 12,131 | -14.5% | 0.00% | – |
| Q3 2022 | $625,000 | -14.0% | 14,184 | -5.2% | 0.00% | – |
| Q2 2022 | $727,000 | -44.5% | 14,968 | -31.5% | 0.00% | -100.0% |
| Q1 2022 | $1,311,000 | -22.2% | 21,853 | -16.7% | 0.00% | 0.0% |
| Q4 2021 | $1,685,000 | +0.9% | 26,232 | -0.2% | 0.00% | 0.0% |
| Q3 2021 | $1,670,000 | -4.7% | 26,279 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $1,753,000 | +10.1% | 26,367 | +3.2% | 0.00% | 0.0% |
| Q1 2021 | $1,592,000 | +39.8% | 25,539 | +36.6% | 0.00% | 0.0% |
| Q4 2020 | $1,139,000 | – | 18,699 | – | 0.00% | – |
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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% |