PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 98 filers reported holding PIMCO ETF TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $805,000 | -38.9% | 15,237 | -39.1% | 0.02% | -29.0% |
| Q3 2016 | $1,318,000 | +75.7% | 25,020 | +76.3% | 0.03% | +93.8% |
| Q2 2016 | $750,000 | -31.8% | 14,192 | -32.5% | 0.02% | -48.4% |
| Q1 2016 | $1,100,000 | +45.1% | 21,020 | +42.4% | 0.03% | +138.5% |
| Q4 2015 | $758,000 | -65.7% | 14,763 | -65.6% | 0.01% | -63.9% |
| Q3 2015 | $2,212,000 | -49.3% | 42,889 | -48.7% | 0.04% | -53.8% |
| Q2 2015 | $4,363,000 | +308.9% | 83,551 | +306.5% | 0.08% | +254.5% |
| Q1 2015 | $1,067,000 | -27.1% | 20,556 | -27.3% | 0.02% | -8.3% |
| Q4 2014 | $1,463,000 | -30.5% | 28,275 | -29.4% | 0.02% | -41.5% |
| Q3 2014 | $2,104,000 | +481.2% | 40,029 | +485.6% | 0.04% | +720.0% |
| Q1 2014 | $362,000 | -86.4% | 6,835 | -86.4% | 0.01% | -85.3% |
| Q3 2013 | $2,656,000 | – | 50,081 | – | 0.03% | – |
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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% |