PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 365 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $323,698 | +10.3% | 3,554 | +11.2% | 0.05% | +8.9% |
| Q1 2024 | $293,493 | -47.0% | 3,195 | -46.6% | 0.04% | -39.2% |
| Q4 2023 | $553,406 | +75.9% | 5,986 | +67.2% | 0.07% | +8.8% |
| Q3 2023 | $314,682 | +74824.3% | 3,580 | -22.0% | 0.07% | 0.0% |
| Q2 2023 | $420 | -14.3% | 4,589 | -13.2% | 0.07% | -15.0% |
| Q1 2023 | $490 | +78.2% | 5,285 | +74.0% | 0.08% | +53.8% |
| Q4 2022 | $275 | -99.9% | 3,038 | -15.1% | 0.05% | -23.5% |
| Q3 2022 | $314,682 | -8.3% | 3,580 | +0.7% | 0.07% | -11.7% |
| Q2 2022 | $343,000 | -16.3% | 3,555 | -13.6% | 0.08% | -7.2% |
| Q1 2022 | $410,000 | – | 4,116 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 144,969 | $15,787,000 | 12.49% |
| Frisch Financial Group, Inc. | 176,754 | $19,248,000 | 11.63% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 524,835 | $57,154,000 | 10.48% |
| FundX Investment Group, LLC | 179,452 | $19,542,000 | 6.94% |
| Regis Management CO LLC | 543,672 | $59,206,000 | 5.01% |
| Hudson Capital Management LLC | 74,696 | $8,134,383,000 | 4.53% |
| Family Management Corp | 107,622 | $11,720,000 | 4.37% |
| Cornerstone Wealth Management, LLC | 186,936 | $20,357,000 | 3.59% |
| Stokes Capital Advisors, LLC | 48,613 | $5,294,000 | 2.86% |
| FOUNDERS FINANCIAL SECURITIES LLC | 81,087 | $8,830,000 | 2.82% |