POWERSHARES ETF TR II's ticker is PHBXXXX and the CUSIP is 73936T557.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $104,000 | -1.9% | 5,600 | +0.1% | 0.00% | – |
| Q4 2017 | $106,000 | -11.7% | 5,595 | -11.0% | 0.00% | – |
| Q3 2017 | $120,000 | +0.8% | 6,284 | +0.8% | 0.00% | – |
| Q2 2017 | $119,000 | -9.2% | 6,236 | -10.6% | 0.00% | – |
| Q1 2017 | $131,000 | 0.0% | 6,975 | +0.2% | 0.00% | – |
| Q4 2016 | $131,000 | +54.1% | 6,964 | +54.9% | 0.00% | – |
| Q3 2016 | $85,000 | +11.8% | 4,497 | +8.5% | 0.00% | – |
| Q2 2016 | $76,000 | -57.3% | 4,144 | -58.4% | 0.00% | – |
| Q1 2016 | $178,000 | 0.0% | 9,958 | -1.9% | 0.00% | – |
| Q4 2015 | $178,000 | +74.5% | 10,153 | +79.0% | 0.00% | – |
| Q3 2015 | $102,000 | +7.4% | 5,673 | +10.7% | 0.00% | – |
| Q2 2015 | $95,000 | -3.1% | 5,123 | +0.1% | 0.00% | – |
| Q1 2015 | $98,000 | +226.7% | 5,116 | +229.2% | 0.00% | – |
| Q4 2014 | $30,000 | 0.0% | 1,554 | 0.0% | 0.00% | – |
| Q3 2014 | $30,000 | 0.0% | 1,554 | 0.0% | 0.00% | – |
| Q2 2014 | $30,000 | 0.0% | 1,554 | 0.0% | 0.00% | – |
| Q1 2014 | $30,000 | +1400.0% | 1,554 | +1300.0% | 0.00% | – |
| Q4 2013 | $2,000 | – | 111 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 736,800 | $14,036,000 | 3.03% |
| Twele Capital Management, Inc. | 487,416 | $9,285,000 | 2.77% |
| OPTIMUM INVESTMENT ADVISORS | 245,005 | $4,667,000 | 1.55% |
| MOLLER WEALTH PARTNERS | 156,528 | $2,982,000 | 1.41% |
| Baker Ellis Asset Management LLC | 105,966 | $2,019,000 | 0.70% |
| Friedenthal Financial | 31,567 | $601,000 | 0.51% |
| Atria Investments, Inc | 237,894 | $4,532,000 | 0.46% |
| Private Ocean, LLC | 29,396 | $560,000 | 0.41% |
| Horizon Investments, LLC | 168,774 | $3,215,000 | 0.34% |
| Freedom Investment Management, Inc. | 97,392 | $1,855,000 | 0.33% |