Kelman-Lazarov, Inc. - PIMCO ETF TR ownership

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
Kelman-Lazarov, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$17,174,045
+183.4%
195,382
+259.8%
4.06%
+44.6%
Q2 2020$6,059,000
+2914.4%
54,301
+2757.9%
2.81%
+2549.1%
Q1 2019$201,000
-18.6%
1,900
-21.0%
0.11%
-31.2%
Q4 2018$247,000
-58.8%
2,406
-58.9%
0.15%
-56.1%
Q3 2018$599,000
-66.4%
5,856
-66.2%
0.35%
-63.3%
Q2 2018$1,783,000
-9.9%
17,301
-8.8%
0.96%
-10.0%
Q1 2018$1,978,000
-4.0%
18,980
-2.3%
1.06%
+1.0%
Q4 2017$2,060,000
+1.3%
19,430
+2.0%
1.05%
-2.0%
Q3 2017$2,033,000
-1.2%
19,043
-1.9%
1.07%
-4.9%
Q2 2017$2,057,000
-5.4%
19,403
-6.0%
1.13%
-19.5%
Q1 2017$2,175,000
-99.9%
20,652
-0.1%
1.40%
+15.3%
Q4 2016$2,153,200,000
-5.9%
20,678
-3.1%
1.22%
-6.3%
Q3 2016$2,287,866,000
+2.1%
21,350
+2.4%
1.30%
+1.3%
Q2 2016$2,241,463,000
+99876.0%
20,845
-2.1%
1.28%
-2.4%
Q1 2016$2,242,00021,2951.31%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders