PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 96 filers reported holding PIMCO ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $287,000 | +0.3% | 5,298 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $286,000 | +1.4% | 5,298 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $282,000 | +2.9% | 5,298 | 0.0% | 0.01% | -17.6% |
| Q1 2020 | $274,000 | -1.1% | 5,298 | 0.0% | 0.02% | +21.4% |
| Q4 2019 | $277,000 | -0.4% | 5,298 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $278,000 | -0.4% | 5,298 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $279,000 | +1.8% | 5,298 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $274,000 | +1.9% | 5,298 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $269,000 | -1.1% | 5,298 | 0.0% | 0.02% | +15.4% |
| Q3 2018 | $272,000 | -1.8% | 5,298 | -1.0% | 0.01% | -7.1% |
| Q2 2018 | $277,000 | -0.4% | 5,353 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $278,000 | -82.0% | 5,353 | -82.0% | 0.02% | -81.2% |
| Q4 2017 | $1,542,000 | -48.0% | 29,688 | -47.7% | 0.08% | -50.3% |
| Q3 2017 | $2,964,000 | – | 56,788 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
| MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
| Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
| Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
| Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
| Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
| Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
| Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
| Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
| Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |