PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 129 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,044 | -11.1% | 4,720 | -8.2% | 0.03% | -73.3% |
| Q2 2016 | $260,000 | 0.0% | 5,140 | 0.0% | 0.10% | -4.5% |
| Q1 2016 | $260,000 | +0.8% | 5,140 | 0.0% | 0.11% | -1.8% |
| Q4 2015 | $258,000 | +16.7% | 5,140 | +17.1% | 0.11% | +5.7% |
| Q3 2015 | $221,000 | +0.5% | 4,390 | 0.0% | 0.11% | +12.8% |
| Q2 2015 | $220,000 | -0.5% | 4,390 | 0.0% | 0.09% | -6.0% |
| Q1 2015 | $221,000 | -33.6% | 4,390 | -33.9% | 0.10% | -36.3% |
| Q4 2014 | $333,000 | -1.2% | 6,640 | -0.7% | 0.16% | -8.2% |
| Q3 2014 | $337,000 | -46.9% | 6,690 | -46.9% | 0.17% | -49.7% |
| Q2 2014 | $635,000 | -7.2% | 12,590 | -7.4% | 0.34% | -18.3% |
| Q1 2014 | $684,000 | -1.6% | 13,590 | -1.5% | 0.42% | -15.1% |
| Q4 2013 | $695,000 | – | 13,790 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 168,331 | $8,661,000 | 6.67% |
| Kathmere Capital Management, LLC | 186,435 | $9,592,000 | 1.85% |
| SWMG, LLC | 43,764 | $2,252,000 | 1.33% |
| OneDigital Investment Advisors LLC | 610,030 | $31,386,000 | 1.29% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 100,028 | $5,153,000 | 1.23% |
| StrongBox Wealth, LLC | 38,388 | $1,975,000 | 1.13% |
| Levy Wealth Management Group, LLC | 30,928 | $1,591,000 | 0.92% |
| Crumly & Associates Inc. | 26,670 | $1,372,000 | 0.66% |
| FIRST NATIONAL CORP /MA/ /ADV | 85,982 | $4,409,000 | 0.64% |
| MJP ASSOCIATES INC /ADV | 29,718 | $1,529,000 | 0.51% |