PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 124 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,985 | +0.3% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $8,961 | +0.7% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8,901 | +2.1% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,716 | -0.4% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,752 | -1.5% | 174 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $8,881 | +2.4% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,677 | -99.9% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,597,000 | +95422.2% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | – | 174 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
| MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
| Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
| Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
| Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
| Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
| Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
| Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
| Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
| Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |