PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 89 filers reported holding PIMCO ETF TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $242,000 | -17.4% | 4,585 | -17.8% | 0.00% | – |
| Q4 2016 | $293,000 | -18.2% | 5,581 | -17.7% | 0.00% | – |
| Q3 2016 | $358,000 | -15.0% | 6,785 | -14.9% | 0.00% | – |
| Q2 2016 | $421,000 | -3.4% | 7,972 | -4.4% | 0.00% | – |
| Q1 2016 | $436,000 | -1.8% | 8,338 | -3.6% | 0.00% | – |
| Q4 2015 | $444,000 | -7.3% | 8,652 | -6.9% | 0.00% | – |
| Q3 2015 | $479,000 | -4.4% | 9,294 | -3.1% | 0.00% | – |
| Q2 2015 | $501,000 | -7.7% | 9,588 | -8.4% | 0.00% | – |
| Q1 2015 | $543,000 | -4.4% | 10,470 | -4.6% | 0.00% | – |
| Q4 2014 | $568,000 | -7.6% | 10,972 | -6.3% | 0.00% | – |
| Q3 2014 | $615,000 | +0.3% | 11,705 | +2.3% | 0.00% | – |
| Q2 2014 | $613,000 | -25.4% | 11,445 | -26.3% | 0.00% | – |
| Q1 2014 | $822,000 | -9.9% | 15,529 | -9.9% | 0.00% | – |
| Q4 2013 | $912,000 | -28.5% | 17,238 | -28.3% | 0.00% | -100.0% |
| Q3 2013 | $1,276,000 | -7.9% | 24,055 | -8.6% | 0.00% | 0.0% |
| Q2 2013 | $1,386,000 | – | 26,322 | – | 0.00% | – |
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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% |