ADVISORSHARES TR's ticker is DWSH and the CUSIP is 00768Y529. A total of 16 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 | $265,302 | -2.9% | 28,900 | -7.5% | 0.00% | – |
| Q2 2023 | $273,296 | -33.6% | 31,243 | -31.2% | 0.00% | -100.0% |
| Q1 2023 | $411,440 | +20.3% | 45,414 | +32.4% | 0.00% | 0.0% |
| Q4 2022 | $342,000 | +14.8% | 34,297 | +27.8% | 0.00% | 0.0% |
| Q3 2022 | $298,000 | +8.0% | 26,830 | +1.9% | 0.00% | 0.0% |
| Q2 2022 | $276,000 | +1.5% | 26,330 | -19.5% | 0.00% | 0.0% |
| Q1 2022 | $272,000 | -14.5% | 32,701 | -4.9% | 0.00% | 0.0% |
| Q1 2021 | $318,000 | -36.1% | 34,391 | -21.1% | 0.00% | 0.0% |
| Q4 2020 | $498,000 | -44.1% | 43,573 | -7.0% | 0.00% | -66.7% |
| Q3 2020 | $891,000 | -2.5% | 46,830 | -0.8% | 0.00% | 0.0% |
| Q2 2020 | $914,000 | -14.1% | 47,192 | +57.5% | 0.00% | -25.0% |
| Q1 2020 | $1,064,000 | – | 29,970 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Worth Asset Management, LLC | 34,067 | $339,307 | 0.24% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,714 | $355,711 | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 63,403 | $631,494 | 0.03% |
| Main Street Financial Solutions, LLC | 12,180 | $121,000 | 0.02% |
| IFP Advisors, Inc | 13,399 | $339 | 0.01% |
| Kestra Advisory Services, LLC | 99,634 | $992,355 | 0.01% |
| Janney Montgomery Scott LLC | 93,233 | $929 | 0.00% |
| EverSource Wealth Advisors, LLC | 1,800 | $17,928 | 0.00% |
| STIFEL FINANCIAL CORP | 202,473 | $2,016,636 | 0.00% |
| CIBC WORLD MARKET INC. | 59,657 | $594 | 0.00% |