PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 379 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $216,000 | -0.9% | 1,975 | 0.0% | 0.05% | -8.5% |
| Q3 2021 | $218,000 | -0.5% | 1,975 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $219,000 | +1.4% | 1,975 | 0.0% | 0.06% | -4.7% |
| Q1 2021 | $216,000 | -0.9% | 1,975 | +2.6% | 0.06% | -9.9% |
| Q4 2020 | $218,000 | -4.4% | 1,925 | -4.9% | 0.07% | -16.5% |
| Q3 2020 | $228,000 | +0.9% | 2,025 | 0.0% | 0.08% | -7.6% |
| Q2 2020 | $226,000 | +5.1% | 2,025 | 0.0% | 0.09% | -14.8% |
| Q1 2020 | $215,000 | -1.4% | 2,025 | 0.0% | 0.11% | +18.7% |
| Q4 2019 | $218,000 | +2.8% | 2,025 | +3.8% | 0.09% | -9.9% |
| Q3 2019 | $212,000 | -16.2% | 1,950 | -18.8% | 0.10% | -39.5% |
| Q3 2015 | $253,000 | -1.6% | 2,400 | 0.0% | 0.17% | +1.8% |
| Q2 2015 | $257,000 | -2.7% | 2,400 | 0.0% | 0.16% | -0.6% |
| Q1 2015 | $264,000 | +11.9% | 2,400 | +9.1% | 0.16% | +17.0% |
| Q4 2014 | $236,000 | -26.2% | 2,200 | -25.4% | 0.14% | -28.1% |
| Q3 2014 | $320,000 | -12.3% | 2,950 | -11.9% | 0.20% | -17.3% |
| Q2 2014 | $365,000 | +2.2% | 3,350 | 0.0% | 0.24% | +4.9% |
| Q1 2014 | $357,000 | -14.8% | 3,350 | -16.2% | 0.23% | -13.7% |
| Q4 2013 | $419,000 | -29.3% | 4,000 | -28.6% | 0.26% | -35.5% |
| Q3 2013 | $593,000 | +0.3% | 5,600 | 0.0% | 0.41% | -4.2% |
| Q2 2013 | $591,000 | – | 5,600 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 387,178 | $42,361,000 | 23.94% |
| Cardinal Point Wealth Management Partners, LLC | 354,231 | $38,815,000 | 16.83% |
| Lee Financial Group Hawaii, Inc. | 163,868 | $17,929,000 | 13.03% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 160,128 | $17,520,000 | 9.83% |
| John W. Brooker & Co., CPAs | 172,448 | $18,868,000 | 9.70% |
| PRUDENT INVESTORS NETWORK, INC. | 180,918 | $19,794,000 | 9.33% |
| Pinnacle Wealth Management, LLC | 97,714 | $10,691,000 | 9.15% |
| Elwood & Goetz Wealth Advisory Group, LLC | 243,859 | $26,681,000 | 8.31% |
| Hudson Capital Management LLC | 202,276 | $22,213,000 | 8.05% |
| Claremont Financial Group, Inc. | 71 | $1,812,000 | 7.91% |