Institutional Ownership Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 7.8 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
450
shares
|
$37,255
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$35,599
0.03% of portfolio
|
Q3 2017
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
399
shares
|
$33,033
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
289
shares
|
$23,926
0.0% of portfolio
|
Q1 2024
Reduced 65.26%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
240
shares
|
$19,869
0.0% of portfolio
|
Q2 2024
New holding
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
211
shares
|
$17,468
0.01% of portfolio
|
Q2 2024
Added 0.96%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
100
shares
|
$8,279
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
100
shares
|
$8,279
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$8,279
0.0% of portfolio
|
Q3 2022
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
85
shares
|
$7,037
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
78
shares
|
$6,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
72
shares
|
$5,960
0.0% of portfolio
|
Q2 2024
Added 928.57%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
66
shares
|
$5,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
62
shares
|
$5,132
0.0% of portfolio
|
Q3 2023
Reduced 84.22%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
62
shares
|
$5,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
51
shares
|
$4,222
0.0% of portfolio
|
Q3 2023
Reduced 47.96%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
36
shares
|
$2,980
0.0% of portfolio
|
Q2 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
27
shares
|
$2,235
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$2,069
0.0% of portfolio
|
Q1 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
21
shares
|
$1,738
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
18
shares
|
$1,490
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
15
shares
|
$1,241
0.0% of portfolio
|
Q2 2023
Reduced 98.64%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
10
shares
|
$827
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2024
Reduced 99.06%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|