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 | $556,135 | -0.8% | 6,106 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $560,897 | +8.5% | 6,106 | +9.2% | 0.00% | -50.0% |
| Q4 2023 | $517,166 | +75.9% | 5,594 | +67.3% | 0.00% | +100.0% |
| Q3 2023 | $293,938 | -42.7% | 3,344 | -40.3% | 0.00% | -50.0% |
| Q2 2023 | $513,256 | -24.3% | 5,602 | -23.4% | 0.00% | 0.0% |
| Q1 2023 | $678,406 | +20.5% | 7,314 | +17.5% | 0.00% | -50.0% |
| Q4 2022 | $563,202 | +7.7% | 6,225 | +30.1% | 0.00% | -50.0% |
| Q4 2021 | $523,000 | -43.2% | 4,783 | -42.5% | 0.01% | -60.0% |
| Q3 2021 | $920,000 | +23.0% | 8,321 | +23.4% | 0.02% | +25.0% |
| Q2 2021 | $748,000 | +6.4% | 6,745 | +5.1% | 0.02% | -5.9% |
| Q1 2021 | $703,000 | -10.2% | 6,419 | -7.3% | 0.02% | -32.0% |
| Q4 2020 | $783,000 | -69.8% | 6,927 | -70.2% | 0.02% | -82.5% |
| Q2 2020 | $2,595,000 | +115.2% | 23,259 | +104.7% | 0.14% | +88.2% |
| Q1 2020 | $1,206,000 | +463.6% | 11,360 | +472.3% | 0.08% | +590.9% |
| Q4 2019 | $214,000 | – | 1,985 | – | 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% |