PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 107 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,471,338 | -12.9% | 29,251 | -11.6% | 1.02% | -39.8% |
| Q1 2023 | $1,689,806 | +1.9% | 33,107 | -0.5% | 1.70% | -1.9% |
| Q4 2022 | $1,658,710 | +8.1% | 33,261 | +7.1% | 1.73% | +1.2% |
| Q3 2022 | $1,535,000 | -4.0% | 31,065 | +1.6% | 1.71% | -3.8% |
| Q2 2022 | $1,599,000 | -9.0% | 30,585 | -5.2% | 1.78% | -12.0% |
| Q1 2022 | $1,758,000 | +4.9% | 32,264 | +6.2% | 2.02% | +5.2% |
| Q4 2021 | $1,676,000 | +18.5% | 30,372 | +17.8% | 1.92% | +58.1% |
| Q3 2021 | $1,414,000 | +82.5% | 25,779 | +83.2% | 1.21% | +81.5% |
| Q2 2021 | $775,000 | +228.4% | 14,068 | +226.9% | 0.67% | +218.6% |
| Q1 2021 | $236,000 | -3.3% | 4,304 | -4.6% | 0.21% | -8.7% |
| Q4 2020 | $244,000 | -1.6% | 4,512 | -1.9% | 0.23% | -0.9% |
| Q3 2020 | $248,000 | +16.4% | 4,601 | +15.4% | 0.23% | +8.4% |
| Q2 2020 | $213,000 | -12.0% | 3,987 | -13.7% | 0.21% | -5.3% |
| Q4 2019 | $242,000 | – | 4,621 | – | 0.23% | – |
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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% |