POWERSHARES ETF TR II's ticker is IDLVXXXX and the CUSIP is 73937B688.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $614,000 | -41.5% | 19,049 | -41.3% | 0.04% | -38.3% |
| Q2 2017 | $1,049,000 | +31.8% | 32,473 | +16.1% | 0.06% | +20.0% |
| Q4 2016 | $796,000 | -27.5% | 27,978 | -21.9% | 0.05% | -28.6% |
| Q3 2016 | $1,098,000 | +14.6% | 35,816 | +11.9% | 0.07% | +1.4% |
| Q1 2016 | $958,000 | +1.1% | 32,006 | -3.5% | 0.07% | -4.2% |
| Q4 2015 | $948,000 | +143.7% | 33,155 | -3.7% | 0.07% | +80.0% |
| Q3 2015 | $389,000 | -65.9% | 34,440 | -6.6% | 0.04% | -73.0% |
| Q4 2014 | $1,141,000 | +27.8% | 36,871 | +30.8% | 0.15% | -6.3% |
| Q3 2014 | $893,000 | +8.5% | 28,185 | +14.6% | 0.16% | +14.5% |
| Q2 2014 | $823,000 | – | 24,589 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS INVESTMENTS INC. | 884,216 | $29,391,000 | 3.50% |
| Seneca House Advisors | 98,153 | $3,254,000 | 2.72% |
| Wagner Wealth Management, LLC | 85,894 | $2,847,000 | 2.17% |
| Ridgewood Investments LLC | 65,474 | $2,170,000 | 1.99% |
| GHP Investment Advisors, Inc. | 376,558 | $12,483,000 | 1.77% |
| Vista Private Wealth Partners. LLC | 55,128 | $1,860,000 | 1.66% |
| Arcus Capital Partners, LLC | 87,822 | $2,911,000 | 1.64% |
| G&S Capital LLC | 42,848 | $1,420,000 | 1.20% |
| Patriot Financial Group Insurance Agency, LLC | 47,916 | $1,571,000 | 1.16% |
| AlphaStar Capital Management, LLC | 64,509 | $2,138,000 | 0.81% |