POWERSHARES ETF TRUST's ticker is PRFZXXXX and the CUSIP is 73935X567.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $182,000 | +10.3% | 1,415 | +11.7% | 0.00% | 0.0% |
| Q4 2017 | $165,000 | -21.1% | 1,267 | -23.9% | 0.00% | 0.0% |
| Q3 2017 | $209,000 | -62.4% | 1,664 | -64.6% | 0.00% | -75.0% |
| Q2 2017 | $556,000 | +191.1% | 4,704 | +186.5% | 0.00% | +100.0% |
| Q1 2017 | $191,000 | +144.9% | 1,642 | +142.5% | 0.00% | +100.0% |
| Q4 2016 | $78,000 | +66.0% | 677 | +41.0% | 0.00% | 0.0% |
| Q2 2016 | $47,000 | +235.7% | 480 | +231.0% | 0.00% | – |
| Q1 2016 | $14,000 | -70.2% | 145 | -71.3% | 0.00% | -100.0% |
| Q4 2015 | $47,000 | +147.4% | 505 | +152.5% | 0.00% | 0.0% |
| Q3 2014 | $19,000 | -5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $20,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 593,398 | $82,577,000 | 37.08% |
| BADGLEY PHELPS & BELL INC | 88,269 | $11,380,000 | 0.37% |
| Polaris Wealth Advisory Group, LLC | 28,519 | $3,677,000 | 0.31% |
| Harborview Advisors, LLC | 2,209 | $307,000 | 0.28% |
| C M BIDWELL & ASSOCIATES LTD | 760 | $106,000 | 0.10% |
| EXENCIAL WEALTH ADVISORS, LLC | 1,880 | $262,000 | 0.07% |
| Welch Group, LLC | 2,833 | $394,000 | 0.05% |
| Litman Gregory Wealth Management LLC | 539 | $75,000 | 0.03% |
| JNBA Financial Advisors | 250 | $35,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,580 | $591,000 | 0.01% |