ADVISORSHARES TR (DWEQ)
Institutional ownership reported to the SEC as of Q1 2023, across 14 quarters.
3
Reporting holders
$35.5K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $28.5K | 1,642,085 | 0.06% | 11q | -9.1%-$2.9K |
| Spire Wealth Management | $7.0K | 400 | 0.00% | 9q | HELD |
| FMR LLC | $34 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2023 | 3 | $35.5K | 1,642,487 | 1 | 0 | 1 | 0.0% |
| Q4 2022 | 3 | $45.3K | 1,807,137 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $38.5M | 2,025,103 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $40.7M | 1,970,718 | 0 | 0 | 2 | 0.0% |
| Q1 2022 | 4 | $48.2M | 1,985,965 | 0 | 0 | 3 | 0.0% |
| Q4 2021 | 4 | $82.0M | 2,914,664 | 0 | 2 | 1 | 0.0% |
| Q3 2021 | 5 | $75.3M | 2,880,557 | 1 | 1 | 2 | 0.0% |
| Q2 2021 | 4 | $77.2M | 2,769,948 | 1 | 2 | 0 | 0.0% |
| Q1 2021 | 5 | $73.6M | 2,746,749 | 1 | 2 | 1 | 0.0% |
| Q4 2020 | 3 | $69.1M | 2,492,758 | 0 | 2 | 1 | 0.0% |
| Q3 2020 | 5 | $51.5M | 2,151,873 | 3 | 0 | 2 | 0.0% |
| Q2 2020 | 2 | $37.4M | 1,834,456 | 1 | 1 | 0 | 0.0% |
| Q1 2020 | 3 | $24.3M | 1,311,398 | 2 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $29.6M | 1,181,865 | 1 | 0 | 0 | 0.0% |