PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 144 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,690 | +2.3% | 327 | 0.0% | 0.00% | – |
| Q4 2022 | $16,307 | -98.0% | 327 | -97.9% | 0.00% | -100.0% |
| Q2 2022 | $808,000 | +52.7% | 15,446 | +59.2% | 0.03% | +75.0% |
| Q1 2022 | $529,000 | +17533.3% | 9,704 | +17228.6% | 0.02% | – |
| Q1 2020 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -99.7% | 56 | -99.7% | 0.00% | -100.0% |
| Q1 2018 | $997,000 | +0.2% | 19,181 | +0.2% | 0.08% | -8.0% |
| Q4 2017 | $995,000 | +6.0% | 19,152 | +6.5% | 0.09% | -18.7% |
| Q3 2017 | $939,000 | -12.8% | 17,991 | -12.9% | 0.11% | -23.6% |
| Q2 2017 | $1,077,000 | +15.3% | 20,646 | +16.7% | 0.14% | +2.9% |
| Q1 2017 | $934,000 | +41.5% | 17,684 | +41.1% | 0.14% | +9.7% |
| Q3 2016 | $660,000 | +12.4% | 12,533 | +12.9% | 0.12% | -6.8% |
| Q2 2016 | $587,000 | +208.9% | 11,104 | +205.6% | 0.13% | +155.8% |
| Q1 2016 | $190,000 | +95.9% | 3,634 | +91.9% | 0.05% | +67.7% |
| Q4 2015 | $97,000 | +38.6% | 1,894 | +40.5% | 0.03% | +47.6% |
| Q3 2015 | $70,000 | – | 1,348 | – | 0.02% | – |
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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% |