POWERSHARES ETF TRUST's ticker is PRFZXXXX and the CUSIP is 73935X567.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,690,000 | -1.7% | 20,808 | -1.1% | 0.02% | +4.5% |
| Q4 2017 | $2,737,000 | +4.5% | 21,049 | +0.8% | 0.02% | 0.0% |
| Q3 2017 | $2,620,000 | +5.8% | 20,887 | -0.2% | 0.02% | 0.0% |
| Q2 2017 | $2,476,000 | -7.2% | 20,933 | -8.4% | 0.02% | -15.4% |
| Q1 2017 | $2,669,000 | +3.5% | 22,858 | +2.4% | 0.03% | -7.1% |
| Q4 2016 | $2,579,000 | +16.0% | 22,316 | +5.5% | 0.03% | +7.7% |
| Q3 2016 | $2,223,000 | +77.1% | 21,154 | +64.1% | 0.03% | +62.5% |
| Q2 2016 | $1,255,000 | +10.9% | 12,892 | +7.7% | 0.02% | +300.0% |
| Q1 2016 | $1,132,000 | -88.0% | 11,965 | -88.1% | 0.00% | -96.4% |
| Q4 2015 | $9,418,000 | +0.1% | 100,270 | -2.5% | 0.11% | -10.4% |
| Q3 2015 | $9,406,000 | -11.5% | 102,887 | +0.4% | 0.12% | -26.5% |
| Q2 2015 | $10,632,000 | +37.2% | 102,471 | +37.6% | 0.17% | +47.8% |
| Q1 2015 | $7,748,000 | +11.7% | 74,496 | +8.2% | 0.12% | +8.5% |
| Q4 2014 | $6,935,000 | -11.1% | 68,836 | -17.0% | 0.11% | -19.7% |
| Q3 2014 | $7,797,000 | -9.4% | 82,921 | -2.8% | 0.13% | -11.4% |
| Q2 2014 | $8,607,000 | +7.7% | 85,340 | +6.0% | 0.15% | -4.5% |
| Q1 2014 | $7,992,000 | +12.8% | 80,536 | +11.1% | 0.16% | +6.8% |
| Q4 2013 | $7,086,000 | +19.0% | 72,502 | +9.0% | 0.15% | -2.0% |
| Q3 2013 | $5,954,000 | +473.6% | 66,497 | +419.1% | 0.15% | +432.1% |
| Q2 2013 | $1,038,000 | – | 12,809 | – | 0.03% | – |
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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% |