PIMCO ETF TR's ticker is TIPZ and the CUSIP is 72201R403. A total of 48 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,760 | -2.9% | 3,936 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $209,872 | -5.4% | 3,881 | -2.4% | 0.00% | 0.0% |
| Q1 2023 | $221,969 | +4.1% | 3,978 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $213,194 | -10.8% | 3,944 | -12.1% | 0.00% | -25.0% |
| Q3 2022 | $239,000 | -5.2% | 4,488 | +2.4% | 0.00% | -20.0% |
| Q2 2022 | $252,000 | -7.0% | 4,383 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $271,000 | – | 4,278 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LMG Wealth Partners, LLC | 100,320 | $5,193,566 | 1.58% |
| WealthCare Investment Partners, LLC | 28,456 | $1,458,947 | 0.89% |
| Litman Gregory Wealth Management LLC | 52,837 | $2,735,372 | 0.28% |
| Goodwin Investment Advisory | 5,614 | $290,637 | 0.17% |
| GSB Wealth Management, LLC | 5,450 | $282,147 | 0.09% |
| Golden State Equity Partners | 5,937 | $307,358 | 0.09% |
| GeoWealth Management, LLC | 13,246 | $687 | 0.08% |
| PAX Financial Group, LLC | 4,527 | $234,353 | 0.05% |
| West Coast Financial LLC | 5,772 | $298,826 | 0.04% |
| OneDigital Investment Advisors LLC | 28,156 | $1,457,647 | 0.03% |