PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 143 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,129 | -34.1% | 5,453 | -33.8% | 0.00% | -33.3% |
| Q2 2023 | $414,514 | -18.1% | 8,241 | -16.9% | 0.00% | -25.0% |
| Q1 2023 | $506,317 | +12.0% | 9,920 | +9.5% | 0.00% | 0.0% |
| Q4 2022 | $451,922 | -85.7% | 9,062 | -85.9% | 0.00% | -89.7% |
| Q3 2022 | $3,169,000 | +5.8% | 64,139 | +11.9% | 0.04% | +2.6% |
| Q2 2022 | $2,996,000 | -12.1% | 57,294 | -8.4% | 0.04% | -7.3% |
| Q1 2022 | $3,408,000 | +35.8% | 62,551 | +37.6% | 0.04% | +32.3% |
| Q4 2021 | $2,509,000 | +49.7% | 45,470 | +48.9% | 0.03% | +34.8% |
| Q3 2021 | $1,676,000 | +32.2% | 30,546 | +32.6% | 0.02% | +27.8% |
| Q2 2021 | $1,268,000 | +63300.0% | 23,030 | +79313.8% | 0.02% | – |
| Q2 2020 | $2,000 | -99.9% | 29 | -99.9% | 0.00% | -100.0% |
| Q2 2019 | $2,694,000 | +1247.0% | 51,208 | +1285.9% | 0.08% | +315.0% |
| Q1 2013 | $200,000 | – | 3,695 | – | 0.02% | – |
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% |