PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 129 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,017 | -17.0% | 12,053 | -16.0% | 0.30% | -10.2% |
| Q2 2023 | $710,979 | -2.4% | 14,355 | -2.0% | 0.33% | -9.8% |
| Q1 2023 | $728,816 | -6.8% | 14,641 | -7.7% | 0.37% | -19.3% |
| Q4 2022 | $781,882 | +12.8% | 15,861 | +11.9% | 0.46% | +0.7% |
| Q3 2022 | $693,000 | -8.1% | 14,174 | -6.7% | 0.45% | -5.4% |
| Q2 2022 | $754,000 | – | 15,191 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 168,331 | $8,661,000 | 6.67% |
| Kathmere Capital Management, LLC | 186,435 | $9,592,000 | 1.85% |
| SWMG, LLC | 43,764 | $2,252,000 | 1.33% |
| OneDigital Investment Advisors LLC | 610,030 | $31,386,000 | 1.29% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 100,028 | $5,153,000 | 1.23% |
| StrongBox Wealth, LLC | 38,388 | $1,975,000 | 1.13% |
| Levy Wealth Management Group, LLC | 30,928 | $1,591,000 | 0.92% |
| Crumly & Associates Inc. | 26,670 | $1,372,000 | 0.66% |
| FIRST NATIONAL CORP /MA/ /ADV | 85,982 | $4,409,000 | 0.64% |
| MJP ASSOCIATES INC /ADV | 29,718 | $1,529,000 | 0.51% |