PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 117 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $691,021 | -1.8% | 13,738 | -0.3% | 0.02% | -17.4% |
| Q1 2023 | $703,535 | +2.1% | 13,784 | -0.3% | 0.02% | -8.0% |
| Q4 2022 | $689,203 | -0.4% | 13,820 | -1.3% | 0.02% | -7.4% |
| Q3 2022 | $692,000 | -3.9% | 13,996 | +1.7% | 0.03% | +3.8% |
| Q2 2022 | $720,000 | -4.5% | 13,765 | -0.5% | 0.03% | +8.3% |
| Q1 2022 | $754,000 | -10.8% | 13,837 | -9.6% | 0.02% | -7.7% |
| Q4 2021 | $845,000 | -5.4% | 15,305 | -6.0% | 0.03% | -13.3% |
| Q3 2021 | $893,000 | -3.6% | 16,286 | -3.2% | 0.03% | -6.2% |
| Q2 2021 | $926,000 | – | 16,823 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
| Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
| Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
| Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
| MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
| Signify Wealth | 9,901 | $495,941 | 0.67% |
| Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
| Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
| Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
| Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |