POWERSHARES ETF TR II's ticker is SPLVXXXX and the CUSIP is 73937B779. A total of 309 filers reported holding POWERSHARES ETF TR II in Q3 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $979,000 | -16.3% | 20,844 | -14.9% | 0.04% | -29.0% |
| Q4 2017 | $1,169,000 | +10.1% | 24,494 | +5.6% | 0.06% | 0.0% |
| Q3 2017 | $1,062,000 | +2.3% | 23,204 | 0.0% | 0.06% | -7.5% |
| Q2 2017 | $1,038,000 | +25.8% | 23,204 | +22.2% | 0.07% | +19.6% |
| Q1 2017 | $825,000 | -6.4% | 18,989 | -10.4% | 0.06% | -12.5% |
| Q4 2016 | $881,000 | +4.4% | 21,186 | +4.2% | 0.06% | -24.7% |
| Q3 2016 | $844,000 | +10.9% | 20,334 | +14.4% | 0.08% | -4.5% |
| Q2 2016 | $761,000 | +19.3% | 17,781 | +12.3% | 0.09% | +14.1% |
| Q1 2016 | $638,000 | -50.4% | 15,827 | -53.0% | 0.08% | -6.0% |
| Q4 2015 | $1,285,000 | +218.9% | 33,661 | +200.3% | 0.08% | +59.6% |
| Q3 2015 | $403,000 | -4.0% | 11,210 | -2.1% | 0.05% | +6.1% |
| Q2 2015 | $420,000 | -3.2% | 11,456 | – | 0.05% | -7.5% |
| Q1 2015 | $434,000 | -46.7% | 0 | -100.0% | 0.05% | -46.5% |
| Q4 2014 | $814,000 | +8.5% | 21,448 | +0.0% | 0.10% | +3.1% |
| Q3 2014 | $750,000 | -1.7% | 21,444 | +0.0% | 0.10% | -3.0% |
| Q2 2014 | $763,000 | +5.5% | 21,441 | +1.0% | 0.10% | -2.9% |
| Q1 2014 | $723,000 | +2.7% | 21,237 | +0.0% | 0.10% | -3.8% |
| Q4 2013 | $704,000 | +6.3% | 21,233 | +0.0% | 0.11% | -7.0% |
| Q3 2013 | $662,000 | +5.8% | 21,229 | +5.5% | 0.11% | +6.5% |
| Q2 2013 | $626,000 | – | 20,124 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 354,165 | $12,675,000 | 4.76% |
| New England Private Wealth Advisors LLC | 271,703 | $9,671,000 | 3.97% |
| Windhaven Investment Management, Inc. | 15,920,663 | $565,980,000 | 3.10% |
| Geller Advisors LLC | 124,030 | $4,414,000 | 2.95% |
| Capital Advisors, Ltd. LLC | 135,846 | $4,835,000 | 2.71% |
| TOMPKINS FINANCIAL CORP | 299,587 | $10,662,000 | 2.64% |
| Prospera Financial Services Inc | 255,510 | $9,094,000 | 2.46% |
| NewSquare Capital LLC | 170,747 | $6,077,000 | 2.18% |
| Jacobus Wealth Management, Inc. | 226,560 | $8,063,000 | 2.06% |
| WOODMONT INVESTMENT COUNSEL LLC | 166,653 | $5,931,000 | 1.67% |