PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 149 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,233 | -0.4% | 4,816 | 0.0% | 0.10% | +6.2% |
| Q2 2023 | $242,245 | -1.4% | 4,816 | 0.0% | 0.10% | +5.5% |
| Q1 2023 | $245,809 | +2.3% | 4,816 | 0.0% | 0.09% | -1.1% |
| Q4 2022 | $240,174 | +0.9% | 4,816 | 0.0% | 0.09% | -5.2% |
| Q3 2022 | $238,000 | -5.6% | 4,816 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $252,000 | -3.8% | 4,816 | 0.0% | 0.10% | +7.9% |
| Q1 2022 | $262,000 | -1.5% | 4,816 | 0.0% | 0.09% | 0.0% |
| Q4 2021 | $266,000 | +0.8% | 4,816 | 0.0% | 0.09% | +2.3% |
| Q3 2021 | $264,000 | -0.4% | 4,816 | 0.0% | 0.09% | +6.1% |
| Q2 2021 | $265,000 | +0.4% | 4,816 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $264,000 | +1.1% | 4,816 | 0.0% | 0.08% | +2.5% |
| Q4 2020 | $261,000 | +0.4% | 4,816 | 0.0% | 0.08% | +1.3% |
| Q3 2020 | $260,000 | +1.6% | 4,816 | 0.0% | 0.08% | +12.9% |
| Q2 2020 | $256,000 | +2.8% | 4,816 | 0.0% | 0.07% | -2.8% |
| Q1 2020 | $249,000 | -1.2% | 4,816 | 0.0% | 0.07% | +28.6% |
| Q4 2019 | $252,000 | – | 4,816 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
| Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
| Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
| Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
| MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
| Signify Wealth | 9,901 | $495,941 | 0.67% |
| Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
| Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
| Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
| Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |