PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 131 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,566,190 | +3.6% | 146,518 | +3.3% | 1.41% | -1.2% |
| Q1 2024 | $7,304,451 | +4.3% | 141,834 | +3.6% | 1.43% | -5.8% |
| Q4 2023 | $7,004,737 | +19.5% | 136,945 | +17.0% | 1.52% | +9.4% |
| Q3 2023 | $5,861,832 | +17.0% | 117,026 | +17.5% | 1.39% | +15.1% |
| Q2 2023 | $5,008,572 | +8.9% | 99,574 | +10.5% | 1.20% | +0.9% |
| Q1 2023 | $4,597,377 | +16.6% | 90,074 | +13.9% | 1.19% | +7.6% |
| Q4 2022 | $3,942,373 | -87.5% | 79,053 | +13075.5% | 1.11% | +6061.1% |
| Q4 2016 | $31,482,000 | -0.2% | 600 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $31,536,000 | – | 600 | – | 0.02% | – |
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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% |