PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 99 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,327,000 | -5.5% | 26,850 | +0.0% | 0.22% | +3.3% |
| Q2 2022 | $1,404,000 | -4.0% | 26,849 | 0.0% | 0.21% | +4.9% |
| Q1 2022 | $1,463,000 | -1.2% | 26,849 | +0.0% | 0.20% | -3.3% |
| Q4 2021 | $1,481,000 | +0.5% | 26,848 | 0.0% | 0.21% | -9.4% |
| Q3 2021 | $1,473,000 | -0.5% | 26,848 | -0.2% | 0.23% | -2.1% |
| Q2 2021 | $1,481,000 | +0.4% | 26,894 | 0.0% | 0.24% | -5.9% |
| Q1 2021 | $1,475,000 | +1.2% | 26,894 | 0.0% | 0.25% | -7.0% |
| Q4 2020 | $1,457,000 | +0.5% | 26,894 | +0.0% | 0.27% | -15.3% |
| Q3 2020 | $1,450,000 | +1.4% | 26,893 | 0.0% | 0.32% | -4.2% |
| Q2 2020 | $1,430,000 | +1.4% | 26,893 | -1.4% | 0.34% | -11.8% |
| Q1 2020 | $1,410,000 | -1.9% | 27,265 | -0.6% | 0.38% | +25.8% |
| Q4 2019 | $1,437,000 | +0.1% | 27,440 | 0.0% | 0.30% | -4.7% |
| Q3 2019 | $1,436,000 | -4.1% | 27,440 | -3.5% | 0.32% | -9.4% |
| Q2 2019 | $1,497,000 | +1.8% | 28,441 | 0.0% | 0.35% | -3.8% |
| Q1 2019 | $1,471,000 | +6.8% | 28,441 | +5.0% | 0.36% | -9.9% |
| Q4 2018 | $1,377,000 | – | 27,083 | – | 0.40% | – |
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% |