EVERGREEN CAPITAL MANAGEMENT LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 360 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$528,415
-7.2%
6,012
-3.3%
0.02%
-4.2%
Q2 2023$569,559
-9.0%
6,217
-7.9%
0.02%
-14.3%
Q1 2023$625,960
+2.2%
6,7490.0%0.03%
-3.4%
Q4 2022$612,626
-10.4%
6,749
-11.4%
0.03%
-19.4%
Q3 2022$684,000
-12.3%
7,618
-7.0%
0.04%
-12.2%
Q2 2022$780,000
-36.6%
8,190
-32.3%
0.04%
-18.0%
Q1 2022$1,231,000
+38.5%
12,095
+48.9%
0.05%
+38.9%
Q4 2021$889,000
-5.5%
8,121
-4.6%
0.04%
-16.3%
Q3 2021$941,000
-0.1%
8,512
+0.3%
0.04%
-4.4%
Q2 2021$942,000
+1.7%
8,487
+0.3%
0.04%
-4.3%
Q1 2021$926,000
-3.0%
8,462
+0.3%
0.05%
-16.1%
Q4 2020$955,000
+75.6%
8,439
+74.4%
0.06%
+47.4%
Q3 2020$544,000
+2.8%
4,840
+2.0%
0.04%
-5.0%
Q2 2020$529,000
+5.0%
4,7450.0%0.04%
-14.9%
Q1 2020$504,000
-6.8%
4,745
-5.5%
0.05%
+4.4%
Q4 2019$541,000
+45.4%
5,020
+46.8%
0.04%
+28.6%
Q3 2019$372,0003,4200.04%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders