PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 143 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,959 | +10.8% | 4,152 | +11.2% | 0.01% | +14.3% |
| Q2 2023 | $187,760 | +7.9% | 3,733 | +9.4% | 0.01% | 0.0% |
| Q1 2023 | $174,072 | +115948.0% | 3,411 | +13.1% | 0.01% | -12.5% |
| Q4 2022 | $150 | -99.9% | 3,017 | -13.5% | 0.01% | -20.0% |
| Q3 2022 | $172,000 | -12.2% | 3,487 | -7.1% | 0.01% | +25.0% |
| Q2 2022 | $196,000 | +10.7% | 3,752 | +15.4% | 0.01% | +60.0% |
| Q1 2022 | $177,000 | -1.1% | 3,252 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $179,000 | +92.5% | 3,252 | +91.9% | 0.00% | +100.0% |
| Q3 2021 | $93,000 | +116.3% | 1,695 | +118.7% | 0.00% | +100.0% |
| Q2 2021 | $43,000 | -56.6% | 775 | -56.9% | 0.00% | -66.7% |
| Q1 2021 | $99,000 | – | 1,799 | – | 0.00% | – |
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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% |