PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 139 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $545,478 | -39.4% | 10,938 | -39.4% | 0.01% | -40.0% |
| Q1 2024 | $900,545 | +19.4% | 18,047 | +19.7% | 0.01% | +11.1% |
| Q4 2023 | $754,022 | -2.8% | 15,072 | -4.9% | 0.01% | -18.2% |
| Q3 2023 | $775,711 | -7.0% | 15,847 | -5.9% | 0.01% | -8.3% |
| Q2 2023 | $834,481 | +239.9% | 16,848 | +241.6% | 0.01% | +200.0% |
| Q1 2023 | $245,515 | +10.4% | 4,932 | +9.3% | 0.00% | 0.0% |
| Q4 2022 | $222,468 | -8.8% | 4,513 | -9.8% | 0.00% | -20.0% |
| Q3 2022 | $244,000 | – | 5,001 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Biltmore Wealth Management, LLC | 374,805 | $18,691,517 | 8.10% |
| CarsonAllaria Wealth Management, Ltd. | 104,534 | $5,213,148 | 3.19% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 127,407 | $6,353,816 | 2.26% |
| Cedar Point Capital Partners, LLC | 59,724 | $2,978,436 | 2.23% |
| TD Capital Management LLC | 261,421 | $13,037,074 | 1.36% |
| CONDOR CAPITAL MANAGEMENT | 236,829 | $11,810,684 | 1.13% |
| ABLE Financial Group, LLC | 52,709 | $2,628,598 | 0.95% |
| Westside Investment Management, Inc. | 77,250 | $3,852,458 | 0.88% |
| Skyline Advisors, Inc. | 38,455 | $1,917,745 | 0.83% |
| Kelman-Lazarov, Inc. | 77,076 | $3,843,780 | 0.72% |