PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 381 filers reported holding PIMCO ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,408 | -16.0% | 2,644 | -12.4% | 0.01% | -16.7% |
Q2 2023 | $276,565 | -1.2% | 3,019 | +0.1% | 0.01% | 0.0% |
Q1 2023 | $279,882 | -2.7% | 3,017 | -5.1% | 0.01% | -14.3% |
Q4 2022 | $287,574 | +29.0% | 3,178 | +44.9% | 0.01% | +75.0% |
Q1 2022 | $223,000 | -22.3% | 2,193 | -16.3% | 0.00% | -20.0% |
Q4 2021 | $287,000 | -16.6% | 2,620 | -15.8% | 0.01% | -16.7% |
Q3 2021 | $344,000 | -33.3% | 3,113 | -33.1% | 0.01% | -33.3% |
Q2 2021 | $516,000 | -87.1% | 4,650 | -87.3% | 0.01% | -88.3% |
Q1 2021 | $3,996,000 | +67.1% | 36,504 | +72.7% | 0.08% | +57.1% |
Q4 2020 | $2,391,000 | – | 21,135 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
KAYS FINANCIAL ADVISORY CORP /ADV | 183,943 | $19,266,000 | 14.55% |
INR ADVISORY SERVICES LLC | 460,953 | $48,280,000 | 11.18% |
Litman Gregory Wealth Management LLC | 75,744 | $7,933,000 | 9.78% |
Annex Advisory Services, LLC | 122,091 | $12,788,000 | 4.91% |
AVALON CAPITAL MANAGEMENT | 50,729 | $5,313,000 | 4.48% |
Capital Analysts, LLC | 132,293 | $13,856,384,000 | 3.77% |
SPINNAKER TRUST | 189,312 | $19,828,000 | 3.30% |
Somerset Group LLC | 38,850 | $4,069,000 | 3.18% |
Gateway Advisory, LLC | 54,328 | $5,690,000 | 3.14% |
Mosaic Financial Partners, Inc. | 38,439 | $4,026,000 | 2.94% |