ADVISORSHARES TR's ticker is CWS and the CUSIP is 00768Y560. A total of 18 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15 | 0.0% | 0 | – | 0.00% | – |
| Q2 2023 | $15 | 0.0% | 0 | – | 0.00% | – |
| Q1 2023 | $15 | -68.8% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $48 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 101 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | – | 101 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 54,741 | $2,642,000 | 1.61% |
| SPRENG CAPITAL MANAGEMENT, INC. | 14,124 | $682,000 | 0.42% |
| Maryland Capital Management | 15,450 | $746,000 | 0.05% |
| AE Wealth Management LLC | 5,578 | $269,000 | 0.00% |
| LPL Financial LLC | 17,042 | $823,000 | 0.00% |
| Citadel Advisors | 5,588 | $270,000 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 3 | $0 | 0.00% |
| CWM, LLC | 563 | $27,000 | 0.00% |
| Private Ocean, LLC | 21 | $1,000 | 0.00% |
| UBS Group AG | 380 | $18,000 | 0.00% |