POWERSHARES ETF TR II's ticker is IPKWXXXX and the CUSIP is 73937B621.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $68,000 | -1.4% | 1,825 | 0.0% | 0.00% | – |
| Q4 2017 | $69,000 | +9.5% | 1,825 | 0.0% | 0.00% | – |
| Q3 2017 | $63,000 | +6.8% | 1,825 | 0.0% | 0.00% | – |
| Q2 2017 | $59,000 | +5.4% | 1,825 | 0.0% | 0.00% | – |
| Q1 2017 | $56,000 | +7.7% | 1,825 | 0.0% | 0.00% | – |
| Q4 2016 | $52,000 | 0.0% | 1,825 | 0.0% | 0.00% | – |
| Q3 2016 | $52,000 | +10.6% | 1,825 | 0.0% | 0.00% | – |
| Q2 2016 | $47,000 | -6.0% | 1,825 | 0.0% | 0.00% | – |
| Q1 2016 | $50,000 | +6.4% | 1,825 | 0.0% | 0.00% | – |
| Q4 2015 | $47,000 | +2.2% | 1,825 | 0.0% | 0.00% | – |
| Q3 2015 | $46,000 | -8.0% | 1,825 | 0.0% | 0.00% | – |
| Q2 2015 | $50,000 | – | 1,825 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Venturi Wealth Management, LLC | 135,917 | $4,364,000 | 0.99% |
| Merriman Wealth Management, LLC | 106,000 | $3,404,000 | 0.95% |
| FLAGSHIP HARBOR ADVISORS, LLC | 29,255 | $933,000 | 0.32% |
| Private Advisory Group LLC | 15,702 | $504,000 | 0.30% |
| Essex Financial Services, Inc. | 43,215 | $1,388,000 | 0.29% |
| XPONANCE, INC. | 23,329 | $810,000 | 0.20% |
| Financial Enhancement Group LLC | 13,060 | $419,000 | 0.18% |
| First Allied Advisory Services, Inc. | 103,977 | $3,330,000 | 0.15% |
| Ancora Advisors LLC | 38,939 | $1,250,000 | 0.08% |
| Psagot Value Holdings Ltd. | 45,550 | $1,463,000 | 0.06% |