ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 27 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,659 | -4.8% | 5,603 | -3.6% | 0.04% | -4.7% |
| Q2 2023 | $288,383 | +8.3% | 5,813 | +4.3% | 0.04% | 0.0% |
| Q1 2023 | $266,366 | -8.5% | 5,576 | -8.5% | 0.04% | -23.2% |
| Q4 2022 | $291,097 | +9.0% | 6,095 | +0.4% | 0.06% | +5.7% |
| Q3 2022 | $267,000 | -4.0% | 6,068 | +6.2% | 0.05% | -3.6% |
| Q2 2022 | $278,000 | -16.8% | 5,715 | +2.5% | 0.06% | +3.8% |
| Q1 2022 | $334,000 | -6.2% | 5,574 | +0.7% | 0.05% | -10.2% |
| Q4 2021 | $356,000 | +1.1% | 5,533 | -0.0% | 0.06% | -37.2% |
| Q3 2021 | $352,000 | -4.3% | 5,534 | -0.0% | 0.09% | +62.1% |
| Q2 2021 | $368,000 | +28.7% | 5,535 | +20.5% | 0.06% | +13.7% |
| Q1 2021 | $286,000 | -1.0% | 4,592 | -3.1% | 0.05% | -3.8% |
| Q4 2020 | $289,000 | -80.1% | 4,741 | -82.0% | 0.05% | -89.6% |
| Q3 2020 | $1,455,000 | +47.6% | 26,317 | +41.4% | 0.51% | +12.3% |
| Q2 2020 | $986,000 | +18.8% | 18,609 | -9.5% | 0.45% | -10.6% |
| Q1 2020 | $830,000 | -40.5% | 20,564 | -20.5% | 0.51% | -25.3% |
| Q4 2019 | $1,394,000 | +6.7% | 25,867 | -5.7% | 0.68% | -1.9% |
| Q3 2019 | $1,307,000 | -54.6% | 27,418 | -52.6% | 0.69% | -58.5% |
| Q2 2019 | $2,876,000 | +5.8% | 57,816 | -3.2% | 1.67% | +9.7% |
| Q1 2019 | $2,718,000 | +17.4% | 59,737 | +3.4% | 1.52% | -3.7% |
| Q4 2018 | $2,315,000 | -21.9% | 57,779 | +4.8% | 1.58% | -6.7% |
| Q3 2018 | $2,963,000 | -5.5% | 55,108 | -6.5% | 1.69% | -11.6% |
| Q2 2018 | $3,137,000 | -5.9% | 58,913 | +3.9% | 1.91% | -9.4% |
| Q1 2018 | $3,332,000 | -0.7% | 56,727 | -0.4% | 2.11% | +3.4% |
| Q4 2017 | $3,354,000 | – | 56,931 | – | 2.04% | – |
Download | ||||||
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% |