PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 396 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,208,872 | -10.5% | 24,252 | -9.8% | 0.02% | -17.9% |
| Q1 2024 | $2,468,554 | -0.4% | 26,873 | +0.2% | 0.03% | -9.7% |
| Q4 2023 | $2,479,306 | +28.6% | 26,818 | +22.3% | 0.03% | +10.7% |
| 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% | – |
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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% |