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 | $7,539,390 | -3.4% | 150,577 | +0.0% | 2.24% | -18.8% |
| Q2 2023 | $7,804,616 | -1.5% | 150,552 | -0.7% | 2.76% | -7.0% |
| Q1 2023 | $7,921,257 | +0.1% | 151,574 | -1.5% | 2.96% | -2.0% |
| Q4 2022 | $7,909,437 | +11.5% | 153,940 | +8.8% | 3.02% | -3.2% |
| Q3 2022 | $7,091,000 | – | 141,479 | – | 3.13% | – |
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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% |