POWERSHARES ETF TR II's ticker is IDLVXXXX and the CUSIP is 73937B688.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,170,000 | -0.1% | 65,474 | +1.5% | 1.99% | +2.7% |
| Q4 2017 | $2,172,000 | -1.5% | 64,538 | -2.9% | 1.94% | -7.7% |
| Q3 2017 | $2,206,000 | -1.9% | 66,485 | -4.5% | 2.10% | -6.7% |
| Q2 2017 | $2,249,000 | +4.7% | 69,593 | -0.2% | 2.25% | -2.3% |
| Q1 2017 | $2,148,000 | +4.6% | 69,759 | -3.3% | 2.31% | -4.7% |
| Q4 2016 | $2,054,000 | – | 72,173 | – | 2.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choate Investment Advisors | 3,419,037 | $105,785,005,000 | 6.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 122,487 | $3,790,000 | 1.49% |
| Quantitative Advantage, LLC | 173,607 | $5,371,000 | 1.34% |
| INVESTMENT PARTNERS, LTD. | 8,867 | $278,000 | 0.32% |
| Prospera Financial Services Inc | 33,880 | $1,048,000 | 0.26% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 22,167 | $686,000 | 0.24% |
| Ironsides Asset Advisors, LLC | 21,890 | $677,000 | 0.19% |
| Freedom Investment Management, Inc. | 36,871 | $1,141,000 | 0.15% |
| Brinker Capital Investments, LLC | 49,700 | $1,538,000 | 0.06% |
| Cetera Advisors LLC | 13,469 | $414,000 | 0.04% |