ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 21 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,953 | +18.2% | 2,590 | +19.6% | 0.00% | – |
| Q2 2023 | $107,448 | +32.2% | 2,166 | +27.3% | 0.00% | – |
| Q1 2023 | $81,250 | -0.2% | 1,701 | -0.3% | 0.00% | – |
| Q4 2022 | $81,448 | +13.1% | 1,706 | +5.5% | 0.00% | – |
| Q3 2022 | $72,000 | -27.3% | 1,617 | -20.8% | 0.00% | – |
| Q2 2022 | $99,000 | -58.4% | 2,041 | +32.3% | 0.00% | – |
| Q1 2022 | $238,000 | -85.4% | 1,543 | -93.9% | 0.00% | -100.0% |
| Q4 2021 | $1,634,000 | +8.7% | 25,375 | +7.7% | 0.00% | 0.0% |
| Q3 2021 | $1,503,000 | -9.0% | 23,553 | -5.5% | 0.00% | -25.0% |
| Q2 2021 | $1,652,000 | -9.5% | 24,928 | -13.4% | 0.00% | 0.0% |
| Q1 2021 | $1,825,000 | +10.8% | 28,787 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $1,647,000 | +14.1% | 27,045 | -0.4% | 0.00% | 0.0% |
| Q3 2020 | $1,443,000 | +0.1% | 27,157 | -0.1% | 0.00% | -20.0% |
| Q2 2020 | $1,441,000 | +18.7% | 27,196 | -7.7% | 0.01% | 0.0% |
| Q1 2020 | $1,214,000 | – | 29,466 | – | 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% |