POWERSHARES ETF TRUST's ticker is SPHQXXXX and the CUSIP is 73935X682.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $231,000 | +14.4% | 7,732 | +16.5% | 0.11% | +12.2% |
| Q4 2017 | $202,000 | -10.2% | 6,639 | -23.3% | 0.10% | -5.8% |
| Q4 2016 | $225,000 | -10.7% | 8,659 | -13.5% | 0.10% | -12.6% |
| Q3 2016 | $252,000 | -11.6% | 10,008 | -12.9% | 0.12% | -15.6% |
| Q2 2016 | $285,000 | +9.6% | 11,486 | +8.6% | 0.14% | +3.7% |
| Q1 2016 | $260,000 | +15.6% | 10,575 | +8.8% | 0.14% | +8.8% |
| Q4 2015 | $225,000 | – | 9,723 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PARK AVENUE SECURITIES LLC | 1,528,643 | $38,354,000 | 22.52% |
| Paragon Capital Management Ltd | 1,297,379 | $32,668,000 | 17.65% |
| SFMG, LLC | 1,631,901 | $41,091,000 | 9.02% |
| Lido Advisors, LLC | 951,902 | $23,969,000 | 7.33% |
| Evensky & Katz LLC | 842,837 | $21,222,000 | 4.22% |
| Live Your Vision, LLC | 391,989 | $9,870,000 | 4.22% |
| Capital Asset Advisory Services LLC | 76,878 | $1,936,000 | 2.56% |
| Silicon Valley Capital Partners | 103,737 | $2,612,000 | 1.92% |
| WESPAC Advisors, LLC | 36,938 | $930,000 | 1.05% |
| Stonehearth Capital Management, LLC | 52,992 | $1,334,000 | 1.04% |