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 2021 | $1,575,000 | -0.3% | 30,702 | +0.0% | 0.17% | -21.6% |
| Q2 2021 | $1,580,000 | -5.4% | 30,700 | -5.6% | 0.22% | +3.7% |
| Q1 2021 | $1,671,000 | +12.1% | 32,538 | +12.3% | 0.21% | +1.4% |
| Q4 2020 | $1,490,000 | +5.2% | 28,968 | +4.7% | 0.21% | -0.9% |
| Q3 2020 | $1,416,000 | -0.6% | 27,676 | -0.8% | 0.21% | -13.8% |
| Q2 2020 | $1,424,000 | – | 27,902 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 176,553 | $9,066,000 | 6.78% |
| MBL Wealth, LLC | 167,716 | $8,612,000 | 3.00% |
| Kathmere Capital Management, LLC | 228,649 | $11,741,000 | 2.32% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 96,255 | $4,943,000 | 1.34% |
| OneDigital Investment Advisors LLC | 543,278 | $27,897,000 | 1.30% |
| FIRST NATIONAL CORP /MA/ /ADV | 66,825 | $3,431,000 | 0.85% |
| Crumly & Associates Inc. | 25,539 | $1,311,000 | 0.77% |
| Levy Wealth Management Group, LLC | 20,506 | $1,053,000 | 0.69% |
| MJP ASSOCIATES INC /ADV | 30,562 | $1,569,000 | 0.64% |
| CWM, LLC | 1,114,924 | $57,363,000 | 0.46% |