PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $13,000 | 0.0% | 119 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $13,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 119 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $13,000 | +8.3% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | 0.0% | 119 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $12,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -85.0% | 119 | -84.3% | 0.00% | -90.0% |
| Q4 2017 | $80,000 | -1.2% | 758 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $81,000 | +1.2% | 758 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $80,000 | – | 758 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 335,436 | $37,082,000 | 24.02% |
| Cardinal Point Wealth Management LLC | 346,378 | $38,292,000 | 18.00% |
| Lee Financial Group Hawaii, Inc. | 182,199 | $20,142,000 | 14.81% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 178,118 | $19,691,000 | 11.57% |
| John W. Brooker & Co., CPAs | 164,160 | $18,148,000 | 10.22% |
| PRUDENT INVESTORS NETWORK, INC. | 161,023 | $17,801,000 | 8.91% |
| Hudson Capital Management LLC | 193,006 | $21,337,000 | 8.54% |
| Elwood & Goetz Wealth Advisory Group, LLC | 218,612 | $24,168,000 | 8.34% |
| Seascape Capital Management | 118,764 | $13,129,000 | 6.73% |
| Capital Advisors Wealth Management, LLC | 171,350 | $18,943,000 | 6.72% |