Kelman-Lazarov, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 80 filers reported holding PIMCO ETF TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,416,781
+28.5%
28,296
+33.0%
0.34%
+26.4%
Q2 2023$1,102,896
+0.2%
21,275
+1.0%
0.26%
-7.3%
Q1 2023$1,100,439
+2.0%
21,057
+0.3%
0.29%
-5.6%
Q4 2022$1,078,620
+418.6%
20,993
+467.4%
0.30%
+352.2%
Q4 2021$208,000
-0.5%
3,7000.0%0.07%
-8.2%
Q3 2021$209,000
-28.9%
3,700
-28.6%
0.07%
-29.1%
Q2 2021$294,000
-15.3%
5,183
-15.9%
0.10%
-16.9%
Q1 2021$347,000
-5.4%
6,166
-4.7%
0.12%
-12.1%
Q4 2020$367,000
+1.9%
6,468
+1.1%
0.14%
-14.0%
Q3 2020$360,000
-11.1%
6,398
-12.2%
0.16%
-12.8%
Q2 2020$405,000
+58.2%
7,287
+55.5%
0.19%
+37.2%
Q1 2020$256,000
-28.3%
4,687
-27.6%
0.14%
-14.9%
Q4 2019$357,000
-14.6%
6,474
-14.4%
0.16%
-21.8%
Q3 2019$418,000
+0.7%
7,5590.0%0.21%
-3.3%
Q2 2019$415,000
-1.0%
7,559
-2.7%
0.21%
-3.6%
Q1 2019$419,000
-7.1%
7,771
-9.0%
0.22%
-21.4%
Q4 2018$451,000
+0.4%
8,5440.0%0.28%
+6.8%
Q3 2018$449,000
-0.7%
8,5440.0%0.26%
+8.2%
Q2 2018$452,000
-25.8%
8,544
-26.0%
0.24%
-25.7%
Q1 2018$609,000
+2.7%
11,544
+4.5%
0.33%
+7.9%
Q4 2017$593,000
-0.2%
11,0440.0%0.30%
-3.5%
Q3 2017$594,000
+4.4%
11,044
+3.8%
0.31%
+0.6%
Q2 2017$569,000
+1.1%
10,6440.0%0.31%
-14.0%
Q1 2017$563,000
-99.9%
10,644
-5.7%
0.36%
+8.7%
Q4 2016$591,229,000
-4.2%
11,2830.0%0.33%
-4.6%
Q3 2016$617,320,000
-7.2%
11,283
-6.6%
0.35%
-7.9%
Q2 2016$664,927,000
+89032.3%
12,083
-12.3%
0.38%
-13.0%
Q1 2016$746,00013,7830.44%
Other shareholders
PIMCO ETF TR shareholders Q4 2017
NameSharesValueWeighting ↓
Biltmore Wealth Management, LLC 290,217$14,531,1487.02%
CarsonAllaria Wealth Management, Ltd. 73,467$3,678,5042.99%
Signify Wealth 43,130$2,159,5192.90%
MBL Wealth, LLC 351,355$17,592,3452.48%
Fermata Advisors, LLC 173,131$8,668,6122.44%
WCG Wealth Advisors LLC 629,301$33,2272.43%
Wealth Alliance Advisory Group, LLC 150,577$7,539,3902.24%
Paladin Advisory Group, LLC 52,733$2,640,3412.22%
Equita Financial Network, Inc. 58,754$2,9421.81%
Beta Wealth Group, Inc. 59,035$2,955,8701.75%
View complete list of PIMCO ETF TR shareholders