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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $124,705 | +0.6% | 1,378 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $124,000 | -11.4% | 1,378 | -6.2% | 0.01% | -7.1% |
| Q2 2022 | $140,000 | -6.7% | 1,469 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $150,000 | -6.8% | 1,469 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $161,000 | +7.3% | 1,469 | +6.6% | 0.01% | -22.2% |
| Q3 2021 | $150,000 | -10.2% | 1,378 | -8.3% | 0.02% | +12.5% |
| Q2 2021 | $167,000 | -20.9% | 1,503 | -21.9% | 0.02% | -27.3% |
| Q1 2021 | $211,000 | -2.8% | 1,924 | +0.2% | 0.02% | -8.3% |
| Q4 2020 | $217,000 | +0.5% | 1,921 | +0.1% | 0.02% | -11.1% |
| Q3 2020 | $216,000 | – | 1,919 | – | 0.03% | – |
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% |