PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 93 filers reported holding PIMCO ETF TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $448,000 | -48.6% | 8,619 | -48.3% | 0.06% | -50.0% |
| Q3 2017 | $871,000 | +0.1% | 16,676 | 0.0% | 0.13% | -3.0% |
| Q2 2017 | $870,000 | -46.5% | 16,676 | -45.8% | 0.13% | -48.6% |
| Q1 2017 | $1,625,000 | +3.8% | 30,760 | +3.0% | 0.26% | -2.7% |
| Q4 2016 | $1,566,000 | +521.4% | 29,851 | +512.0% | 0.26% | +428.0% |
| Q3 2015 | $252,000 | -0.8% | 4,878 | +0.2% | 0.05% | +4.2% |
| Q2 2015 | $254,000 | +0.4% | 4,870 | 0.0% | 0.05% | -5.9% |
| Q1 2015 | $253,000 | -16.8% | 4,870 | -17.0% | 0.05% | -22.7% |
| Q4 2014 | $304,000 | -31.7% | 5,870 | -30.8% | 0.07% | -35.3% |
| Q3 2014 | $445,000 | -2.0% | 8,478 | +0.1% | 0.10% | -3.8% |
| Q2 2014 | $454,000 | +1.3% | 8,466 | +0.1% | 0.11% | -5.4% |
| Q1 2014 | $448,000 | -19.0% | 8,461 | -19.1% | 0.11% | -4.3% |
| Q4 2013 | $553,000 | -50.2% | 10,461 | -50.0% | 0.12% | -7.9% |
| Q3 2013 | $1,110,000 | +99.6% | 20,922 | +98.1% | 0.13% | -12.4% |
| Q2 2013 | $556,000 | – | 10,560 | – | 0.14% | – |
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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% |