PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 113 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $16,840 | -0.5% | 340 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $16,925 | -22.0% | 340 | -22.7% | 0.02% | 0.0% |
| Q4 2022 | $21,690 | -9.6% | 440 | -12.0% | 0.02% | -10.5% |
| Q3 2022 | $24,000 | -4.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -26.5% | 500 | -26.5% | 0.02% | -13.6% |
| Q1 2022 | $34,000 | -63.8% | 680 | -62.8% | 0.02% | -61.4% |
| Q4 2021 | $94,000 | -9.6% | 1,830 | -9.4% | 0.06% | -13.6% |
| Q3 2021 | $104,000 | +36.8% | 2,020 | +37.4% | 0.07% | +40.4% |
| Q2 2021 | $76,000 | – | 1,470 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Biltmore Wealth Management, LLC | 374,805 | $18,691,517 | 8.10% |
| CarsonAllaria Wealth Management, Ltd. | 104,534 | $5,213,148 | 3.19% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 127,407 | $6,353,816 | 2.26% |
| Cedar Point Capital Partners, LLC | 59,724 | $2,978,436 | 2.23% |
| TD Capital Management LLC | 261,421 | $13,037,074 | 1.36% |
| CONDOR CAPITAL MANAGEMENT | 236,829 | $11,810,684 | 1.13% |
| ABLE Financial Group, LLC | 52,709 | $2,628,598 | 0.95% |
| Westside Investment Management, Inc. | 77,250 | $3,852,458 | 0.88% |
| Skyline Advisors, Inc. | 38,455 | $1,917,745 | 0.83% |
| Kelman-Lazarov, Inc. | 77,076 | $3,843,780 | 0.72% |