PIMCO ETF TR's ticker is ZROZ and the CUSIP is 72201R882. A total of 119 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293 | -5.2% | 3,900 | 0.0% | 0.00% | – |
| Q1 2024 | $309 | -7.2% | 3,900 | 0.0% | 0.00% | – |
| Q4 2023 | $333 | -25.0% | 3,900 | -36.1% | 0.00% | – |
| Q3 2023 | $444 | -1.6% | 6,100 | +24.5% | 0.00% | – |
| Q2 2023 | $451 | +20.6% | 4,900 | +25.6% | 0.00% | – |
| Q1 2023 | $374 | +185.5% | 3,900 | +160.0% | 0.00% | – |
| Q4 2022 | $131 | -99.9% | 1,500 | +50.0% | 0.00% | – |
| Q3 2022 | $93,000 | +1062.5% | 1,000 | +1786.8% | 0.00% | – |
| Q3 2021 | $8,000 | -99.5% | 53 | -99.5% | 0.00% | -100.0% |
| Q2 2021 | $1,508,000 | +229.3% | 10,389 | +199.5% | 0.00% | – |
| Q1 2021 | $458,000 | – | 3,469 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | 115,935 | $8,705,528 | 14.41% |
| GenWealth Group, Inc. | 203,599 | $15,288,235 | 3.76% |
| Goodman Advisory Group, LLC | 116,773 | $8,768,491 | 2.62% |
| Delos Wealth Advisors, LLC | 26,581 | $1,995,968 | 1.93% |
| Citizens Business Bank | 118,828 | $8,922,796 | 1.89% |
| Timber Creek Capital Management LLC | 72,943 | $5,477,319 | 1.65% |
| SHEPHERD KAPLAN KROCHUK, LLC | 27,115 | $2,036,065 | 1.61% |
| CONSILIO WEALTH ADVISORS, LLC | 46,366 | $3,482,703 | 1.56% |
| SINECERA CAPITAL, LLC | 14,539 | $1,091,734 | 1.50% |
| Mid-American Wealth Advisory Group, Inc. | 30,427 | $2,284,763 | 1.46% |