ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 85 filers reported holding ADVISORSHARES TR in Q3 2021. The put-call ratio across all filers is 0.23 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,416 | +30.3% | 25,268 | -2.1% | 0.12% | +104.9% |
| Q2 2023 | $66,310 | -11.7% | 25,802 | -0.4% | 0.06% | -25.6% |
| Q1 2023 | $75,097 | -23.4% | 25,896 | -4.9% | 0.08% | -41.0% |
| Q4 2022 | $98,062 | -69.1% | 27,239 | -63.5% | 0.14% | -71.6% |
| Q3 2022 | $317,000 | -15.7% | 74,541 | +4.3% | 0.49% | +21.3% |
| Q2 2022 | $376,000 | -58.6% | 71,465 | -15.9% | 0.40% | -50.0% |
| Q1 2022 | $909,000 | -35.9% | 84,981 | -22.1% | 0.81% | -32.5% |
| Q4 2021 | $1,419,000 | +47.8% | 109,154 | +87.0% | 1.19% | +78.2% |
| Q3 2021 | $960,000 | -31.3% | 58,384 | -11.9% | 0.67% | -42.9% |
| Q2 2021 | $1,397,000 | -5.4% | 66,250 | +6.1% | 1.17% | +2.6% |
| Q1 2021 | $1,476,000 | -19.1% | 62,450 | -41.8% | 1.14% | -30.6% |
| Q4 2020 | $1,825,000 | – | 107,378 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $6,000 | 0.02% |
| Simplicity Solutions, LLC | 55,160 | $426,000 | 0.01% |
| AE Wealth Management LLC | 57,188 | $442,000 | 0.01% |
| Banque Cantonale Vaudoise | 10,319 | $80,000 | 0.01% |
| Evolution Wealth Advisors, LLC | 2,100 | $16,000 | 0.01% |
| Sugarloaf Wealth Management, LLC | 1,057 | $8,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 23,632 | $183,000 | 0.00% |
| Global Wealth Management Investment Advisory, Inc. | 300 | $2,000 | 0.00% |
| LPL Financial LLC | 47,398 | $366,000 | 0.00% |
| COWEN AND COMPANY, LLC | 39,800 | $5,000 | 0.00% |