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 | $3,639,276 | +14.5% | 72,684 | +18.5% | 0.30% | +16.1% |
| Q2 2023 | $3,179,552 | +54.4% | 61,334 | +55.6% | 0.25% | +45.1% |
| Q1 2023 | $2,059,640 | +164671.2% | 39,411 | +62.0% | 0.18% | +52.2% |
| Q4 2022 | $1,250 | -99.8% | 24,322 | +117.6% | 0.12% | +98.3% |
| Q3 2022 | $560,000 | +49.3% | 11,177 | +53.5% | 0.06% | +70.6% |
| Q2 2022 | $375,000 | +39.9% | 7,280 | +43.8% | 0.03% | +54.5% |
| Q1 2022 | $268,000 | – | 5,062 | – | 0.02% | – |
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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% |