POWERSHARES ETF TR II's ticker is PHBXXXX and the CUSIP is 73936T557.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $13,000 | 0.0% | 683 | +0.9% | 0.00% | – |
| Q4 2017 | $13,000 | 0.0% | 677 | 0.0% | 0.00% | – |
| Q3 2017 | $13,000 | +8.3% | 677 | +9.7% | 0.00% | – |
| Q2 2017 | $12,000 | +9.1% | 617 | +7.3% | 0.00% | – |
| Q1 2017 | $11,000 | +22.2% | 575 | +17.8% | 0.00% | – |
| Q4 2016 | $9,000 | +28.6% | 488 | +26.8% | 0.00% | – |
| Q3 2016 | $7,000 | -56.2% | 385 | -55.7% | 0.00% | – |
| Q2 2016 | $16,000 | +220.0% | 870 | +211.8% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2015 | $5,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2015 | $5,000 | 0.0% | 279 | +0.7% | 0.00% | – |
| Q1 2015 | $5,000 | 0.0% | 277 | -4.8% | 0.00% | – |
| Q4 2014 | $5,000 | -16.7% | 291 | 0.0% | 0.00% | – |
| Q3 2014 | $6,000 | 0.0% | 291 | 0.0% | 0.00% | – |
| Q2 2014 | $6,000 | +50.0% | 291 | +50.8% | 0.00% | – |
| Q1 2014 | $4,000 | – | 193 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 736,800 | $14,036,000 | 3.03% |
| Twele Capital Management, Inc. | 487,416 | $9,285,000 | 2.77% |
| OPTIMUM INVESTMENT ADVISORS | 245,005 | $4,667,000 | 1.55% |
| MOLLER WEALTH PARTNERS | 156,528 | $2,982,000 | 1.41% |
| Baker Ellis Asset Management LLC | 105,966 | $2,019,000 | 0.70% |
| Friedenthal Financial | 31,567 | $601,000 | 0.51% |
| Atria Investments, Inc | 237,894 | $4,532,000 | 0.46% |
| Private Ocean, LLC | 29,396 | $560,000 | 0.41% |
| Horizon Investments, LLC | 168,774 | $3,215,000 | 0.34% |
| Freedom Investment Management, Inc. | 97,392 | $1,855,000 | 0.33% |