PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 129 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23 | 0.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23 | 0.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23 | -14.8% | 466 | -14.8% | 0.00% | 0.0% |
| Q4 2022 | $27 | -99.5% | 547 | +441.6% | 0.00% | – |
| Q3 2022 | $5,000 | -50.0% | 101 | -49.2% | 0.00% | -100.0% |
| Q2 2021 | $10,000 | -56.5% | 199 | -55.2% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | -55.8% | 444 | -55.7% | 0.00% | -66.7% |
| Q4 2020 | $52,000 | +79.3% | 1,003 | +74.7% | 0.00% | +50.0% |
| Q3 2020 | $29,000 | 0.0% | 574 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | 0.0% | 574 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | – | 574 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 168,331 | $8,661,000 | 6.67% |
| Kathmere Capital Management, LLC | 186,435 | $9,592,000 | 1.85% |
| SWMG, LLC | 43,764 | $2,252,000 | 1.33% |
| OneDigital Investment Advisors LLC | 610,030 | $31,386,000 | 1.29% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 100,028 | $5,153,000 | 1.23% |
| StrongBox Wealth, LLC | 38,388 | $1,975,000 | 1.13% |
| Levy Wealth Management Group, LLC | 30,928 | $1,591,000 | 0.92% |
| Crumly & Associates Inc. | 26,670 | $1,372,000 | 0.66% |
| FIRST NATIONAL CORP /MA/ /ADV | 85,982 | $4,409,000 | 0.64% |
| MJP ASSOCIATES INC /ADV | 29,718 | $1,529,000 | 0.51% |