POWERSHARES ETF TR II's ticker is KBWBXXXX and the CUSIP is 73937B746.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $378,000 | +16.3% | 6,871 | +16.2% | 0.03% | +12.0% |
| Q4 2017 | $325,000 | +8.7% | 5,912 | +1.1% | 0.02% | 0.0% |
| Q3 2017 | $299,000 | +21.5% | 5,849 | +17.4% | 0.02% | +8.7% |
| Q2 2017 | $246,000 | +2.9% | 4,980 | -1.1% | 0.02% | 0.0% |
| Q1 2017 | $239,000 | -1.6% | 5,036 | -2.2% | 0.02% | -14.8% |
| Q4 2016 | $243,000 | – | 5,149 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miller Investment Management, LP | 542,143 | $29,807,000 | 9.76% |
| Accredited Investors Inc. | 567,072 | $31,178,000 | 8.52% |
| CUMBERLAND ADVISORS INC | 222,840 | $12,252,000 | 7.50% |
| Wharton Business Group, LLC | 1,220,185 | $67,086,000 | 6.94% |
| Hollow Brook Wealth Management LLC | 149,967 | $8,245,000 | 6.61% |
| Advisors Preferred, LLC | 202,583 | $11,134,000 | 5.17% |
| SOL Capital Management CO | 292,924 | $16,105,000 | 4.62% |
| Clearshares LLC | 49,287 | $2,670,000 | 2.41% |
| Psagot Value Holdings Ltd. | 840,555 | $46,214,000 | 2.00% |
| ACCESS FINANCIAL SERVICES, INC. | 44,632 | $2,454,000 | 1.80% |