PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 98 filers reported holding PIMCO ETF TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $253,036 | +0.3% | 4,900 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $252,350 | +0.7% | 4,900 | 0.0% | 0.02% | -5.0% |
| Q4 2023 | $250,635 | +2.1% | 4,900 | 0.0% | 0.02% | -9.1% |
| Q3 2023 | $245,441 | -7.9% | 4,900 | -7.5% | 0.02% | -8.3% |
| Q2 2023 | $266,590 | -1.4% | 5,300 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $270,512 | +2.3% | 5,300 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $264,311 | +0.9% | 5,300 | 0.0% | 0.02% | -7.7% |
| Q3 2022 | $262,000 | -5.4% | 5,300 | 0.0% | 0.03% | -3.7% |
| Q2 2022 | $277,000 | -4.2% | 5,300 | 0.0% | 0.03% | +8.0% |
| Q1 2022 | $289,000 | -1.0% | 5,300 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $292,000 | +0.3% | 5,300 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $291,000 | -0.3% | 5,300 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $292,000 | 0.0% | 5,300 | -0.6% | 0.03% | -7.1% |
| Q1 2021 | $292,000 | -16.1% | 5,333 | -17.0% | 0.03% | -24.3% |
| Q4 2020 | $348,000 | -5.4% | 6,425 | -5.9% | 0.04% | -19.6% |
| Q3 2020 | $368,000 | +1.4% | 6,825 | 0.0% | 0.05% | -6.1% |
| Q2 2020 | $363,000 | +2.8% | 6,825 | 0.0% | 0.05% | -10.9% |
| Q1 2020 | $353,000 | -2.8% | 6,825 | -1.4% | 0.06% | +17.0% |
| Q4 2019 | $363,000 | -17.9% | 6,925 | -17.8% | 0.05% | -21.7% |
| Q3 2019 | $442,000 | -28.4% | 8,425 | -28.1% | 0.06% | -27.7% |
| Q2 2019 | $617,000 | 0.0% | 11,725 | -1.7% | 0.08% | -4.6% |
| Q1 2019 | $617,000 | -0.8% | 11,925 | -2.5% | 0.09% | -12.1% |
| Q4 2018 | $622,000 | -4.0% | 12,225 | -3.2% | 0.10% | +16.5% |
| Q3 2018 | $648,000 | -2.0% | 12,625 | -1.2% | 0.08% | -6.6% |
| Q2 2018 | $661,000 | -6.4% | 12,775 | -5.9% | 0.09% | -9.9% |
| Q1 2018 | $706,000 | -6.1% | 13,575 | -6.2% | 0.10% | -3.8% |
| Q4 2017 | $752,000 | -4.4% | 14,475 | -4.0% | 0.10% | -7.9% |
| Q3 2017 | $787,000 | +5.6% | 15,075 | +5.6% | 0.11% | -2.6% |
| Q2 2017 | $745,000 | -8.3% | 14,275 | -7.2% | 0.12% | -10.0% |
| Q1 2017 | $812,000 | -45.8% | 15,375 | -46.1% | 0.13% | -51.9% |
| Q4 2016 | $1,498,000 | -5.1% | 28,545 | -4.7% | 0.27% | -5.9% |
| Q3 2016 | $1,578,000 | -0.3% | 29,945 | 0.0% | 0.29% | +0.3% |
| Q2 2016 | $1,582,000 | -5.7% | 29,945 | -6.6% | 0.29% | -4.0% |
| Q1 2016 | $1,678,000 | -40.2% | 32,045 | -41.4% | 0.30% | -44.1% |
| Q4 2015 | $2,807,000 | -0.5% | 54,680 | 0.0% | 0.53% | -3.1% |
| Q3 2015 | $2,820,000 | -3.4% | 54,680 | -2.1% | 0.55% | +4.8% |
| Q2 2015 | $2,918,000 | -5.8% | 55,880 | -6.3% | 0.52% | -5.1% |
| Q1 2015 | $3,097,000 | -18.7% | 59,664 | -19.0% | 0.55% | -22.2% |
| Q4 2014 | $3,811,000 | -10.8% | 73,665 | -9.4% | 0.71% | -11.9% |
| Q3 2014 | $4,274,000 | +52.6% | 81,339 | +55.6% | 0.81% | +8.0% |
| Q2 2014 | $2,800,000 | – | 52,259 | – | 0.75% | – |
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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% |