POWERSHARES ETF TRUST's ticker is PSJXXXX and the CUSIP is 73935X773.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $360,000 | 0.0% | 5,185 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $360,000 | -8.2% | 5,185 | -16.0% | 0.00% | -25.0% |
| Q4 2017 | $392,000 | +273.3% | 6,176 | +263.9% | 0.00% | +300.0% |
| Q3 2017 | $105,000 | +133.3% | 1,697 | +112.1% | 0.00% | 0.0% |
| Q2 2017 | $45,000 | +25.0% | 800 | +14.3% | 0.00% | – |
| Q1 2017 | $36,000 | -7.7% | 700 | -15.3% | 0.00% | -100.0% |
| Q4 2016 | $39,000 | -2.5% | 826 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $40,000 | +8.1% | 826 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $37,000 | +5.7% | 826 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $35,000 | -82.3% | 826 | -82.4% | 0.00% | -75.0% |
| Q4 2015 | $198,000 | +500.0% | 4,681 | +466.7% | 0.00% | +300.0% |
| Q3 2015 | $33,000 | -17.5% | 826 | -12.5% | 0.00% | 0.0% |
| Q2 2015 | $40,000 | -20.0% | 944 | -21.3% | 0.00% | 0.0% |
| Q1 2015 | $50,000 | +78.6% | 1,200 | +71.4% | 0.00% | 0.0% |
| Q4 2014 | $28,000 | +12.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $25,000 | -3.8% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $26,000 | -52.7% | 700 | -54.3% | 0.00% | -50.0% |
| Q1 2014 | $55,000 | 0.0% | 1,533 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $55,000 | +96.4% | 1,533 | +84.0% | 0.00% | +100.0% |
| Q3 2013 | $28,000 | +12.0% | 833 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 833 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HighTower Advisors, LLC | 89,870 | $4,240,000 | 0.05% |
| SECURITY NATIONAL TRUST CO | 1,000 | $47,000 | 0.02% |
| Financial Architects, Inc | 1,537 | $73,000 | 0.02% |
| Jacobi Capital Management LLC | 300 | $15,000 | 0.01% |
| LPL Financial LLC | 21,583 | $1,025,000 | 0.01% |
| STIFEL FINANCIAL CORP | 30,699 | $1,457,000 | 0.01% |
| UBS Group AG | 209,580 | $9,888,000 | 0.01% |
| MORGAN STANLEY | 458,656 | $21,638,000 | 0.00% |
| Advisor Group, Inc. | 3,959 | $187,000 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 27,193 | $1,283,000 | 0.00% |