ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 28 filers reported holding ADVISORSHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $444,548 | +57.2% | 9,306 | +57.1% | 0.00% | – |
| Q4 2022 | $282,835 | -30.8% | 5,922 | -29.7% | 0.00% | – |
| Q2 2022 | $409,000 | -17.2% | 8,420 | +9.4% | 0.00% | – |
| Q4 2021 | $494,000 | +2.1% | 7,698 | +6.1% | 0.00% | – |
| Q2 2021 | $484,000 | +112.3% | 7,256 | +98.5% | 0.00% | – |
| Q1 2021 | $228,000 | -82.2% | 3,656 | -84.3% | 0.00% | – |
| Q3 2020 | $1,284,000 | +55.6% | 23,235 | +49.2% | 0.00% | – |
| Q2 2020 | $825,000 | -51.2% | 15,572 | -62.8% | 0.00% | -100.0% |
| Q1 2020 | $1,689,000 | -15.2% | 41,861 | +13.3% | 0.00% | 0.0% |
| Q4 2019 | $1,992,000 | +174.0% | 36,960 | +142.2% | 0.00% | – |
| Q3 2019 | $727,000 | -68.3% | 15,261 | -66.9% | 0.00% | – |
| Q2 2019 | $2,292,000 | +255.9% | 46,095 | +225.7% | 0.00% | – |
| Q1 2019 | $644,000 | -32.6% | 14,152 | -40.7% | 0.00% | – |
| Q4 2018 | $956,000 | -55.1% | 23,849 | -39.7% | 0.00% | -100.0% |
| Q3 2018 | $2,127,000 | +224.7% | 39,557 | +221.5% | 0.00% | – |
| Q2 2018 | $655,000 | – | 12,302 | – | 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% |