PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 117 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,830,882 | +4.9% | 815,151 | +6.8% | 2.04% | +4.4% |
| Q1 2023 | $38,931,629 | +18.9% | 763,365 | +16.3% | 1.95% | +28.6% |
| Q4 2022 | $32,731,321 | +15.1% | 656,333 | +14.1% | 1.52% | -10.6% |
| Q3 2022 | $28,425,000 | +0.8% | 575,290 | +6.7% | 1.70% | +4.1% |
| Q2 2022 | $28,204,000 | +8.2% | 539,368 | +12.7% | 1.63% | +71.1% |
| Q1 2022 | $26,073,000 | +29.1% | 478,578 | +30.7% | 0.95% | +29.3% |
| Q4 2021 | $20,201,000 | – | 366,102 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
| Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
| Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
| Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
| MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
| Signify Wealth | 9,901 | $495,941 | 0.67% |
| Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
| Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
| Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
| Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |