PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 124 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $237,000 | -5.2% | 4,633 | -7.2% | 0.09% | -18.3% |
| Q3 2023 | $250,000 | 0.0% | 4,991 | +0.5% | 0.11% | +3.8% |
| Q2 2023 | $250,000 | -0.8% | 4,964 | +0.5% | 0.10% | +1.9% |
| Q1 2023 | $252,000 | +2.5% | 4,941 | +0.2% | 0.10% | 0.0% |
| Q4 2022 | $245,931 | -2.4% | 4,931 | -3.4% | 0.10% | +6.2% |
| Q3 2022 | $252,000 | -4.5% | 5,102 | +1.2% | 0.10% | -21.8% |
| Q2 2022 | $264,000 | -2.6% | 5,041 | +1.5% | 0.12% | +7.8% |
| Q1 2022 | $271,000 | -4.2% | 4,967 | -3.3% | 0.12% | -0.9% |
| Q4 2021 | $283,000 | +0.7% | 5,134 | +0.2% | 0.12% | -5.7% |
| Q3 2021 | $281,000 | -4.4% | 5,124 | -4.1% | 0.12% | -6.1% |
| Q2 2021 | $294,000 | +1.0% | 5,342 | +0.8% | 0.13% | -0.8% |
| Q1 2021 | $291,000 | +5.8% | 5,302 | +4.3% | 0.13% | +6.5% |
| Q4 2020 | $275,000 | -9.5% | 5,085 | -9.9% | 0.12% | -16.8% |
| Q3 2020 | $304,000 | -1.3% | 5,643 | -2.4% | 0.15% | -7.5% |
| Q2 2020 | $308,000 | +2.7% | 5,782 | -0.2% | 0.16% | -17.4% |
| Q1 2020 | $300,000 | -2.3% | 5,792 | -1.3% | 0.20% | +23.4% |
| Q4 2019 | $307,000 | – | 5,869 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
| MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
| Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
| Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
| Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
| Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
| Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
| Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
| Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
| Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |