POWERSHARES ETF TR II's ticker is SPLVXXXX and the CUSIP is 73937B779. A total of 310 filers reported holding POWERSHARES ETF TR II in Q3 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $547,000 | -7.1% | 11,635 | -5.7% | 0.06% | -1.6% |
| Q4 2017 | $589,000 | +3.5% | 12,335 | -0.8% | 0.06% | 0.0% |
| Q3 2017 | $569,000 | +5.2% | 12,434 | +2.9% | 0.06% | -8.6% |
| Q2 2017 | $541,000 | -5.7% | 12,084 | -8.4% | 0.07% | -6.7% |
| Q1 2017 | $574,000 | -6.1% | 13,193 | -10.2% | 0.08% | -14.8% |
| Q4 2016 | $611,000 | +21.7% | 14,687 | +21.3% | 0.09% | +14.3% |
| Q3 2016 | $502,000 | -30.5% | 12,111 | -28.2% | 0.08% | -28.7% |
| Q2 2016 | $722,000 | +2.6% | 16,874 | -3.3% | 0.11% | -0.9% |
| Q1 2016 | $704,000 | -6.1% | 17,444 | -10.3% | 0.11% | -7.6% |
| Q4 2015 | $750,000 | +6.2% | 19,447 | -0.9% | 0.12% | +9.3% |
| Q3 2015 | $706,000 | -7.2% | 19,627 | -5.5% | 0.11% | +1.9% |
| Q2 2015 | $761,000 | -37.5% | 20,765 | -35.3% | 0.11% | -38.7% |
| Q1 2015 | $1,218,000 | -54.7% | 32,101 | -54.7% | 0.17% | -59.0% |
| Q4 2014 | $2,691,000 | -19.8% | 70,887 | -26.1% | 0.42% | -17.6% |
| Q3 2014 | $3,356,000 | -18.3% | 95,962 | -16.9% | 0.51% | -24.5% |
| Q2 2014 | $4,110,000 | +2.9% | 115,468 | -1.6% | 0.68% | +5.3% |
| Q1 2014 | $3,996,000 | -16.4% | 117,403 | -18.5% | 0.64% | -18.5% |
| Q4 2013 | $4,778,000 | +3.5% | 144,071 | -2.6% | 0.79% | -7.7% |
| Q3 2013 | $4,617,000 | -38.6% | 147,975 | -38.7% | 0.86% | -46.3% |
| Q2 2013 | $7,515,000 | – | 241,495 | – | 1.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Advisory Services, Ltd.Co. | 6,126,188 | $214,172,000 | 29.42% |
| Financial Advisory Group | 303,270 | $10,605,000 | 5.92% |
| New England Private Wealth Advisors LLC | 279,532 | $9,771,000 | 3.94% |
| FDx Advisors, Inc. | 1,735,826 | $60,702,000 | 3.94% |
| Evensky & Katz LLC | 357,217 | $12,492,000 | 3.76% |
| Windhaven Investment Management, Inc. | 15,163,056 | $530,555,000 | 3.10% |
| NewSquare Capital LLC | 241,362 | $8,440,000 | 3.00% |
| Capital Advisors, Ltd. LLC | 143,786 | $5,028,000 | 2.86% |
| Kiwi Wealth Investments Limited Partnership | 855,889 | $29,930,000 | 2.80% |
| TOMPKINS FINANCIAL CORP | 294,965 | $10,314,000 | 2.70% |