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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $20,000 | -4.8% | 400 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $21,000 | -8.7% | 400 | -10.9% | 0.00% | -25.0% |
| Q3 2015 | $23,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $23,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $23,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $23,000 | -94.0% | 449 | -93.8% | 0.00% | -94.4% |
| Q3 2014 | $381,000 | +1487.5% | 7,249 | +1514.5% | 0.07% | +1675.0% |
| Q2 2014 | $24,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $24,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $24,000 | -33.3% | 449 | -34.4% | 0.00% | -33.3% |
| Q3 2013 | $36,000 | -84.5% | 684 | -84.5% | 0.01% | -86.0% |
| Q2 2013 | $233,000 | – | 4,424 | – | 0.04% | – |
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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% |