PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 124 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485,313 | +0.3% | 9,398 | 0.0% | 0.10% | +2.1% |
| Q1 2024 | $483,997 | +0.7% | 9,398 | 0.0% | 0.10% | -3.0% |
| Q4 2023 | $480,708 | +2.1% | 9,398 | 0.0% | 0.10% | -9.1% |
| Q3 2023 | $470,746 | -0.4% | 9,398 | 0.0% | 0.11% | +7.8% |
| Q2 2023 | $472,719 | -1.4% | 9,398 | 0.0% | 0.10% | -7.3% |
| Q1 2023 | $479,674 | +2.3% | 9,398 | 0.0% | 0.11% | +0.9% |
| Q4 2022 | $468,678 | +0.8% | 9,398 | 0.0% | 0.11% | -2.7% |
| Q3 2022 | $465,000 | -5.5% | 9,398 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $492,000 | -3.9% | 9,398 | 0.0% | 0.11% | +16.8% |
| Q1 2022 | $512,000 | -1.3% | 9,398 | 0.0% | 0.10% | -3.1% |
| Q4 2021 | $519,000 | +0.6% | 9,398 | 0.0% | 0.10% | -7.5% |
| Q3 2021 | $516,000 | -0.2% | 9,398 | 0.0% | 0.11% | -5.4% |
| Q2 2021 | $517,000 | -17.0% | 9,398 | -17.4% | 0.11% | -23.8% |
| Q1 2021 | $623,000 | +1.1% | 11,376 | 0.0% | 0.15% | -16.5% |
| Q4 2020 | $616,000 | +0.5% | 11,376 | 0.0% | 0.18% | -9.3% |
| Q3 2020 | $613,000 | +1.3% | 11,376 | 0.0% | 0.19% | +0.5% |
| Q2 2020 | $605,000 | +2.9% | 11,376 | 0.0% | 0.19% | -10.2% |
| Q1 2020 | $588,000 | -1.3% | 11,376 | 0.0% | 0.22% | +23.6% |
| Q4 2019 | $596,000 | 0.0% | 11,376 | 0.0% | 0.17% | -14.7% |
| Q3 2019 | $596,000 | -0.5% | 11,376 | 0.0% | 0.20% | +1.0% |
| Q2 2019 | $599,000 | +1.9% | 11,376 | 0.0% | 0.20% | -19.2% |
| Q1 2019 | $588,000 | +1.7% | 11,376 | 0.0% | 0.25% | -11.7% |
| Q4 2018 | $578,000 | -1.0% | 11,376 | 0.0% | 0.28% | +0.7% |
| Q3 2018 | $584,000 | -0.8% | 11,376 | 0.0% | 0.28% | -13.3% |
| Q2 2018 | $589,000 | -0.3% | 11,376 | 0.0% | 0.32% | -1.8% |
| Q1 2018 | $591,000 | 0.0% | 11,376 | 0.0% | 0.33% | -11.1% |
| Q4 2017 | $591,000 | -0.5% | 11,376 | 0.0% | 0.37% | +100.5% |
| Q3 2017 | $594,000 | +0.2% | 11,376 | 0.0% | 0.18% | -4.6% |
| Q2 2017 | $593,000 | – | 11,376 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
| MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
| Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
| Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
| Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
| Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
| Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
| Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
| Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
| Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |