PIMCO ETF TR's ticker is TIPZ and the CUSIP is 72201R403. A total of 48 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,581 | -2.9% | 4,280 | +1.5% | 0.00% | -20.0% |
| Q2 2023 | $228,139 | -2.6% | 4,218 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $234,213 | +9.9% | 4,197 | +6.4% | 0.01% | 0.0% |
| Q4 2022 | $213,175 | +1.5% | 3,944 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $210,000 | -5.0% | 3,938 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $221,000 | -6.8% | 3,840 | +2.6% | 0.01% | 0.0% |
| Q1 2022 | $237,000 | -10.9% | 3,742 | -7.0% | 0.01% | 0.0% |
| Q4 2021 | $266,000 | +10.8% | 4,022 | +10.0% | 0.01% | 0.0% |
| Q3 2021 | $240,000 | +1.7% | 3,655 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $236,000 | +3.5% | 3,588 | +1.1% | 0.01% | -16.7% |
| Q1 2021 | $228,000 | -1.7% | 3,548 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $232,000 | +1.3% | 3,548 | +0.7% | 0.01% | -14.3% |
| Q3 2020 | $229,000 | +3.2% | 3,524 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $222,000 | – | 3,512 | – | 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% |