ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 72 filers reported holding ADVISORSHARES TR in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,893 | -17.3% | 1,450 | 0.0% | 0.00% | -100.0% |
| Q1 2024 | $5,916 | +35.1% | 1,450 | 0.0% | 0.00% | – |
| Q4 2023 | $4,379 | -11.7% | 1,450 | 0.0% | 0.00% | -100.0% |
| Q3 2023 | $4,959 | +33.1% | 1,450 | 0.0% | 0.00% | – |
| Q2 2023 | $3,727 | -11.4% | 1,450 | 0.0% | 0.00% | – |
| Q1 2023 | $4,205 | +66.9% | 1,450 | +107.1% | 0.00% | – |
| Q4 2022 | $2,520 | -37.0% | 700 | -33.3% | 0.00% | -100.0% |
| Q3 2022 | $4,000 | 0.0% | 1,050 | +31.2% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -55.6% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | +12.5% | 800 | +33.3% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 600 | +20.0% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | -27.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 500 | +11.1% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | – | 450 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Banco BTG Pactual S.A. | 403,800 | $2,124,000 | 1.38% |
| Navis Wealth Advisors, LLC | 71,465 | $376,000 | 0.40% |
| Kingsbury Capital Investment Advisors LLC | 13,808 | $73,000 | 0.10% |
| EMFO, LLC | 12,595 | $66,000 | 0.07% |
| ETF Store, Inc. | 11,735 | $65,000 | 0.05% |
| AllSquare Wealth Management LLC | 3,150 | $17,000 | 0.01% |
| HRT FINANCIAL LP | 200,756 | $1,055,000 | 0.01% |
| Gerber Kawasaki Wealth & Investment Management | 16,690 | $87,000 | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $4,000 | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 4,604 | $26,000 | 0.01% |