PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 366 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $215,769 | -46.5% | 2,369 | -46.1% | 0.01% | -46.7% |
| Q1 2024 | $403,633 | -7.3% | 4,394 | -6.4% | 0.02% | -16.7% |
| Q4 2023 | $435,607 | -17.6% | 4,695 | -21.9% | 0.02% | -21.7% |
| 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% | 6,749 | 0.0% | 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% | 4,745 | 0.0% | 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 | $372,000 | – | 3,420 | – | 0.04% | – |
Download | ||||||
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% |