PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 8 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114,333 | +9.7% | 22,256 | +13.6% | 0.05% | 0.0% |
| Q2 2023 | $1,015,810 | -4.8% | 19,595 | -4.0% | 0.05% | -14.5% |
| Q1 2023 | $1,066,981 | -3.5% | 20,417 | -5.1% | 0.06% | -17.3% |
| Q4 2022 | $1,105,220 | +7.5% | 21,511 | +4.9% | 0.08% | -3.8% |
| Q3 2022 | $1,028,000 | +4.8% | 20,507 | +7.6% | 0.08% | +4.0% |
| Q2 2022 | $981,000 | -3.9% | 19,051 | -1.2% | 0.08% | +5.6% |
| Q1 2022 | $1,021,000 | -2.2% | 19,273 | +3.8% | 0.07% | -5.3% |
| Q4 2021 | $1,044,000 | +7.0% | 18,573 | +7.3% | 0.08% | +2.7% |
| Q3 2021 | $976,000 | +20.9% | 17,312 | +21.8% | 0.07% | +14.1% |
| Q2 2021 | $807,000 | +100.2% | 14,209 | +98.0% | 0.06% | +73.0% |
| Q1 2021 | $403,000 | +21.8% | 7,177 | +23.1% | 0.04% | +19.4% |
| Q4 2020 | $331,000 | +36.2% | 5,831 | +34.8% | 0.03% | +10.7% |
| Q3 2020 | $243,000 | – | 4,326 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 199,334 | $10,445,000 | 3.60% |
| Beaumont Financial Partners, LLC | 305,657 | $16,016,000 | 2.42% |
| Live Your Vision, LLC | 27,918 | $1,463,000 | 0.62% |
| Newman Dignan & Sheerar, Inc. | 18,942 | $993,000 | 0.60% |
| FOSTER & MOTLEY INC | 56,686 | $2,970,000 | 0.57% |
| Rehmann Capital Advisory Group | 42,394 | $2,221,000 | 0.41% |
| Aviance Capital Partners, LLC | 21,673 | $1,136,000 | 0.40% |
| SouthState Corp | 52,333 | $2,742,000 | 0.39% |
| Kelman-Lazarov, Inc. | 11,283 | $591,229,000 | 0.33% |
| Cornerstone Wealth Management, LLC | 18,027 | $945,000 | 0.30% |