PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 2 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,999 | -1.2% | 1,430 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $70,828 | -0.5% | 1,430 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $71,185 | -18.6% | 1,430 | -19.3% | 0.01% | -27.3% |
| Q4 2022 | $87,400 | -87.2% | 1,773 | -87.3% | 0.01% | -87.2% |
| Q3 2022 | $682,000 | -8.3% | 13,961 | -6.8% | 0.09% | -1.1% |
| Q2 2022 | $744,000 | -5.7% | 14,981 | -5.1% | 0.09% | +24.3% |
| Q1 2022 | $789,000 | -21.7% | 15,781 | -19.8% | 0.07% | -11.4% |
| Q4 2021 | $1,008,000 | -55.1% | 19,681 | -54.9% | 0.08% | -61.5% |
| Q2 2021 | $2,244,000 | +3.0% | 43,602 | +2.7% | 0.20% | -0.5% |
| Q1 2021 | $2,179,000 | – | 42,448 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 142,744 | $7,084,000 | 9.82% |
| CarsonAllaria Wealth Management, Ltd. | 141,742 | $7,035,000 | 6.57% |
| Syverson Strege & Co | 261,499 | $12,978,000 | 4.77% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 130,225 | $6,463,000 | 3.16% |
| CONDOR CAPITAL MANAGEMENT | 242,602 | $12,040,000 | 1.56% |
| MBL Wealth, LLC | 121,706 | $6,040 | 1.51% |
| SITTNER & NELSON, LLC | 45,140 | $2,240,000 | 1.46% |
| BEAM WEALTH ADVISORS, INC. | 26,041 | $1,292,000 | 1.44% |
| Wealth CMT | 41,895 | $2,079,000 | 1.21% |
| OneDigital Investment Advisors LLC | 480,739 | $23,859,000 | 1.02% |