PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 144 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,308 | -57.4% | 5,476 | -57.2% | 0.10% | -66.2% |
| Q2 2023 | $643,708 | -57.8% | 12,797 | -57.2% | 0.30% | -50.5% |
| Q1 2023 | $1,526,130 | -80.8% | 29,901 | -81.2% | 0.62% | -81.5% |
| Q4 2022 | $7,949,477 | +1.5% | 159,404 | +0.6% | 3.32% | -9.8% |
| Q3 2022 | $7,830,000 | -3.9% | 158,479 | +1.7% | 3.68% | -3.0% |
| Q2 2022 | $8,149,000 | +1.8% | 155,847 | +6.1% | 3.80% | +12.1% |
| Q1 2022 | $8,006,000 | +10.5% | 146,951 | +12.0% | 3.39% | +17.3% |
| Q4 2021 | $7,242,000 | +141.2% | 131,243 | +139.9% | 2.89% | +110.0% |
| Q3 2021 | $3,002,000 | +457.0% | 54,717 | +459.2% | 1.38% | +463.9% |
| Q2 2021 | $539,000 | – | 9,784 | – | 0.24% | – |
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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% |