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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 359,463 | $17,761,000 | 13.32% |
| Koss-Olinger Consulting, LLC | 801,463 | $39,600,000 | 6.74% |
| Archvest Wealth Advisors, Inc. | 123,515 | $6,103,000 | 6.26% |
| BENNICAS & ASSOCIATES, INC. | 194,140 | $9,592,000 | 6.12% |
| Allegheny Financial Group LTD | 158,479 | $7,830,000 | 3.68% |
| Arkos Global Advisors | 228,298 | $11,280,000 | 3.37% |
| Lokken Investment Group LLC | 73,000 | $3,607,000 | 3.11% |
| Eagle Strategies LLC | 83,413 | $4,121,000 | 2.15% |
| BEAM WEALTH ADVISORS, INC. | 31,065 | $1,535,000 | 1.71% |
| Ameritas Advisory Services, LLC | 575,290 | $28,425,000 | 1.70% |