PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 2 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,941 | -0.4% | 9,901 | 0.0% | 0.67% | +55.5% |
| Q2 2023 | $498,020 | +10.6% | 9,901 | +12.2% | 0.43% | +7.8% |
| Q1 2023 | $450,377 | +35.3% | 8,824 | +32.2% | 0.40% | +36.8% |
| Q4 2022 | $332,932 | +43.5% | 6,676 | +42.2% | 0.29% | +17.8% |
| Q3 2022 | $232,000 | -5.7% | 4,696 | 0.0% | 0.25% | -27.6% |
| Q2 2022 | $246,000 | -98.8% | 4,696 | -98.8% | 0.34% | -97.5% |
| Q1 2022 | $20,139,000 | – | 379,981 | – | 13.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Parkside Advisors LLC | 211,207 | $11,181,000 | 8.58% |
| Mosaic Financial Partners, Inc. | 218,922 | $11,590,000 | 8.29% |
| D. SCOTT NEAL, INC. | 155,065 | $8,209,000 | 6.90% |
| Twele Capital Management, Inc. | 286,290 | $15,156,000 | 4.59% |
| Courage Miller Partners, LLC | 95,368 | $5,049,000 | 3.97% |
| Arbor Investment Advisors, LLC | 130,911 | $6,930,000 | 3.97% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 48,456 | $2,565,000 | 3.89% |
| Destination Wealth Management | 675,433 | $35,757,000 | 3.83% |
| Live Your Vision, LLC | 124,985 | $6,617,000 | 3.50% |
| D'Orazio & Associates, Inc. | 78,503 | $4,156,000 | 3.27% |