PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 7 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,927,207 | -14.2% | 21,925 | -10.6% | 0.03% | -12.5% |
| Q2 2023 | $2,246,980 | -4.7% | 24,525 | -3.6% | 0.03% | -15.8% |
| Q1 2023 | $2,358,574 | +22.5% | 25,428 | +19.5% | 0.04% | +11.8% |
| Q4 2022 | $1,925,324 | +18.0% | 21,279 | +17.0% | 0.03% | +6.2% |
| Q3 2022 | $1,632,000 | +5.6% | 18,188 | +12.1% | 0.03% | +10.3% |
| Q2 2022 | $1,545,000 | -7.6% | 16,222 | -1.2% | 0.03% | +7.4% |
| Q1 2022 | $1,672,000 | -13.5% | 16,423 | -7.0% | 0.03% | -10.0% |
| Q4 2021 | $1,933,000 | -15.8% | 17,665 | -14.9% | 0.03% | -23.1% |
| Q3 2021 | $2,295,000 | -10.6% | 20,763 | -10.2% | 0.04% | -11.4% |
| Q2 2021 | $2,566,000 | -2.5% | 23,129 | -3.9% | 0.04% | -21.4% |
| Q1 2021 | $2,633,000 | +2.4% | 24,059 | +5.8% | 0.06% | -5.1% |
| Q4 2020 | $2,572,000 | +24.2% | 22,740 | +23.5% | 0.06% | +11.3% |
| Q3 2020 | $2,071,000 | +5.3% | 18,416 | +4.5% | 0.05% | -7.0% |
| Q2 2020 | $1,967,000 | +36.0% | 17,629 | +29.4% | 0.06% | +9.6% |
| Q1 2020 | $1,446,000 | +18.9% | 13,621 | +20.8% | 0.05% | +44.4% |
| Q4 2019 | $1,216,000 | – | 11,276 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essential Planning, LLC. | 522,084 | $46,040,960 | 25.50% |
| Ferguson Shapiro LLC | 489,978 | $43,069,073 | 23.70% |
| TECTONIC ADVISORS LLC | 1,672,155 | $146,982,456 | 13.78% |
| John W. Brooker & Co., CPAs | 189,256 | $16,635,634 | 10.52% |
| Smart Portfolios, LLC | 60,927 | $5,355,483 | 9.62% |
| PRUDENT INVESTORS NETWORK, INC. | 230,178 | $20,232,602 | 9.47% |
| Treasure Coast Financial Planning | 148,216 | $13,028,203 | 9.04% |
| Hudson Capital Management LLC | 256,894 | $22,580,993 | 9.00% |
| Southland Equity Partners LLC | 204,728 | $17,995,584 | 6.19% |
| KWB Wealth | 390,068 | $35,738,072 | 5.73% |