PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 99 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,315 | -8.9% | 10,168 | -8.5% | 0.21% | -10.3% |
| Q2 2023 | $558,883 | -5.7% | 11,111 | -4.3% | 0.23% | -7.2% |
| Q1 2023 | $592,370 | +2.3% | 11,606 | 0.0% | 0.25% | -6.0% |
| Q4 2022 | $578,791 | -0.2% | 11,606 | -1.1% | 0.27% | -8.6% |
| Q3 2022 | $580,000 | -5.4% | 11,732 | 0.0% | 0.29% | +0.3% |
| Q2 2022 | $613,000 | -4.1% | 11,732 | 0.0% | 0.29% | +14.6% |
| Q1 2022 | $639,000 | -2.1% | 11,732 | -0.8% | 0.25% | +2.8% |
| Q4 2021 | $653,000 | -4.7% | 11,832 | -5.2% | 0.25% | -10.2% |
| Q3 2021 | $685,000 | -8.1% | 12,482 | -7.8% | 0.28% | -9.5% |
| Q2 2021 | $745,000 | +0.3% | 13,535 | -0.1% | 0.30% | -5.9% |
| Q1 2021 | $743,000 | +1.2% | 13,545 | 0.0% | 0.32% | -4.2% |
| Q4 2020 | $734,000 | -0.3% | 13,545 | -2.1% | 0.34% | -14.9% |
| Q3 2020 | $736,000 | +0.1% | 13,836 | 0.0% | 0.40% | +0.3% |
| Q2 2020 | $735,000 | +2.8% | 13,836 | 0.0% | 0.40% | -10.2% |
| Q1 2020 | $715,000 | -4.5% | 13,836 | -3.3% | 0.44% | +14.3% |
| Q4 2019 | $749,000 | -0.1% | 14,304 | 0.0% | 0.38% | -6.8% |
| Q3 2019 | $750,000 | -14.2% | 14,304 | -13.9% | 0.41% | -14.0% |
| Q2 2019 | $874,000 | -73.9% | 16,619 | -74.4% | 0.48% | -74.7% |
| Q1 2019 | $3,354,000 | -0.4% | 64,864 | -2.1% | 1.90% | -5.1% |
| Q4 2018 | $3,368,000 | -1.3% | 66,265 | -0.4% | 2.00% | +1.6% |
| Q3 2018 | $3,414,000 | -1.9% | 66,532 | -1.0% | 1.97% | -4.7% |
| Q2 2018 | $3,479,000 | -3.7% | 67,235 | -3.2% | 2.06% | -5.7% |
| Q1 2018 | $3,611,000 | -1.8% | 69,474 | -1.9% | 2.19% | -1.8% |
| Q4 2017 | $3,679,000 | -0.6% | 70,821 | -0.1% | 2.23% | -3.6% |
| Q3 2017 | $3,700,000 | -0.4% | 70,876 | -0.4% | 2.31% | -5.4% |
| Q2 2017 | $3,713,000 | -1.2% | 71,170 | +0.0% | 2.44% | -5.8% |
| Q1 2017 | $3,759,000 | -1.2% | 71,154 | -1.8% | 2.60% | -2.1% |
| Q4 2016 | $3,803,000 | -2.3% | 72,485 | -1.9% | 2.65% | -1.4% |
| Q3 2016 | $3,894,000 | -0.3% | 73,909 | 0.0% | 2.69% | -3.5% |
| Q2 2016 | $3,905,000 | -4.2% | 73,909 | -5.0% | 2.79% | -2.1% |
| Q1 2016 | $4,075,000 | +1.0% | 77,837 | -0.9% | 2.85% | +2.4% |
| Q4 2015 | $4,033,000 | +2.8% | 78,567 | +3.3% | 2.79% | -4.7% |
| Q3 2015 | $3,923,000 | -5.3% | 76,081 | -4.1% | 2.92% | -5.2% |
| Q2 2015 | $4,143,000 | -5.2% | 79,343 | -5.7% | 3.08% | -5.7% |
| Q1 2015 | $4,368,000 | -9.3% | 84,171 | -9.6% | 3.27% | -17.9% |
| Q4 2014 | $4,817,000 | -1.9% | 93,123 | -0.3% | 3.98% | +4.2% |
| Q3 2014 | $4,909,000 | -2.2% | 93,425 | -0.2% | 3.82% | +4.0% |
| Q2 2014 | $5,017,000 | -0.6% | 93,652 | -1.8% | 3.68% | -7.4% |
| Q1 2014 | $5,049,000 | -3.2% | 95,368 | -3.3% | 3.97% | -10.2% |
| Q4 2013 | $5,217,000 | -8.7% | 98,636 | -8.5% | 4.42% | -5.9% |
| Q3 2013 | $5,717,000 | -2.8% | 107,795 | -3.5% | 4.69% | -12.0% |
| Q2 2013 | $5,880,000 | – | 111,663 | – | 5.34% | – |
Download | ||||||
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% |