PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 99 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $377,186 | -56.5% | 7,390 | -57.5% | 0.10% | -56.7% |
| Q4 2022 | $867,239 | -53.0% | 17,390 | -53.5% | 0.22% | -55.5% |
| Q3 2022 | $1,847,000 | -5.5% | 37,390 | 0.0% | 0.50% | -7.0% |
| Q2 2022 | $1,955,000 | -4.0% | 37,390 | 0.0% | 0.54% | -7.0% |
| Q1 2022 | $2,037,000 | -1.3% | 37,390 | 0.0% | 0.58% | -2.0% |
| Q4 2021 | $2,063,000 | +0.6% | 37,390 | 0.0% | 0.59% | -8.8% |
| Q3 2021 | $2,051,000 | -0.4% | 37,390 | 0.0% | 0.65% | -37.2% |
| Q2 2021 | $2,059,000 | +0.4% | 37,390 | 0.0% | 1.04% | -9.2% |
| Q1 2021 | $2,050,000 | +1.2% | 37,390 | 0.0% | 1.14% | -0.9% |
| Q4 2020 | $2,026,000 | +0.5% | 37,390 | 0.0% | 1.15% | -3.8% |
| Q3 2020 | $2,015,000 | – | 37,390 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 379,981 | $20,139,000 | 13.52% |
| Nvest Financial, LLC | 218,317 | $11,894,000 | 9.77% |
| Archvest Wealth Advisors, Inc. | 126,796 | $6,908,000 | 6.23% |
| BENNICAS & ASSOCIATES, INC. | 197,445 | $10,757,000 | 5.40% |
| Clear Perspectives Financial Planning, LLC | 257,576 | $14,033,000 | 5.32% |
| Smart Portfolios, LLC | 44,755 | $2,438,000 | 3.86% |
| Allegheny Financial Group LTD | 146,951 | $8,006,000 | 3.39% |
| Lokken Investment Group LLC | 76,975 | $4,161,000 | 3.30% |
| Arkos Global Advisors | 210,894 | $11,490,000 | 3.00% |
| AJ WEALTH STRATEGIES, LLC | 971,946 | $52,952,000 | 2.61% |