PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 365 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,149 | -0.8% | 342 | 0.0% | 0.00% | – |
| Q1 2024 | $31,416 | -0.3% | 342 | +0.3% | 0.00% | – |
| Q4 2023 | $31,525 | +7.4% | 341 | +2.1% | 0.00% | – |
| Q3 2023 | $29,359 | +43.1% | 334 | +49.1% | 0.00% | – |
| Q2 2023 | $20,523 | -3.4% | 224 | -2.2% | 0.00% | – |
| Q1 2023 | $21,241 | +5.7% | 229 | +3.2% | 0.00% | – |
| Q4 2022 | $20,087 | +43.5% | 222 | +40.5% | 0.00% | – |
| Q3 2022 | $14,000 | -6.7% | 158 | -1.9% | 0.00% | – |
| Q2 2022 | $15,000 | -6.2% | 161 | +5.2% | 0.00% | – |
| Q1 2022 | $16,000 | -99.6% | 153 | -99.6% | 0.00% | -100.0% |
| Q3 2015 | $4,565,000 | -4.2% | 43,285 | -3.8% | 0.01% | -16.7% |
| Q3 2013 | $4,764,000 | – | 45,000 | – | 0.01% | – |
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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% |