PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 151 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,010,528 | +24.4% | 39,971 | +26.2% | 0.04% | +16.1% |
| Q1 2023 | $1,616,232 | +26.6% | 31,666 | +23.7% | 0.03% | +19.2% |
| Q4 2022 | $1,276,225 | +25.9% | 25,591 | +24.7% | 0.03% | +18.2% |
| Q3 2022 | $1,014,000 | -0.2% | 20,516 | +10.0% | 0.02% | +22.2% |
| Q1 2022 | $1,016,000 | +261.6% | 18,654 | +246.4% | 0.02% | +20.0% |
| Q3 2017 | $281,000 | -6.6% | 5,385 | -6.5% | 0.02% | -16.7% |
| Q2 2017 | $301,000 | -11.5% | 5,760 | -10.5% | 0.02% | -18.2% |
| Q1 2017 | $340,000 | -72.9% | 6,436 | -73.5% | 0.02% | -83.5% |
| Q4 2014 | $1,254,000 | +1.7% | 24,247 | +3.3% | 0.13% | +5.6% |
| Q3 2014 | $1,233,000 | – | 23,471 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
| MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
| Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
| Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
| Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
| Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
| Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
| Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
| Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
| Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |