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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,974 | -48.8% | 79 | -48.0% | 0.00% | – |
| Q1 2023 | $7,758 | +7658.0% | 152 | +7500.0% | 0.00% | – |
| Q4 2022 | $100 | -99.5% | 2 | -99.5% | 0.00% | – |
| Q2 2022 | $21,000 | -16.0% | 407 | -10.7% | 0.00% | – |
| Q1 2022 | $25,000 | -3.8% | 456 | -1.9% | 0.00% | – |
| Q4 2021 | $26,000 | +18.2% | 465 | +13.4% | 0.00% | – |
| Q3 2021 | $22,000 | -8.3% | 410 | -4.0% | 0.00% | – |
| Q2 2021 | $24,000 | +9.1% | 427 | +5.2% | 0.00% | – |
| Q1 2021 | $22,000 | 0.0% | 406 | -0.2% | 0.00% | – |
| Q4 2020 | $22,000 | -8.3% | 407 | -6.9% | 0.00% | – |
| Q3 2020 | $24,000 | -57.9% | 437 | -59.0% | 0.00% | – |
| Q2 2020 | $57,000 | -75.8% | 1,066 | -76.7% | 0.00% | – |
| Q1 2020 | $236,000 | +3271.4% | 4,569 | +3163.6% | 0.00% | – |
| Q3 2019 | $7,000 | – | 140 | +13900.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |