HCR Wealth Advisors - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 397 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,021,750
-36.1%
11,624
-33.4%
0.22%
-24.3%
Q2 2023$1,599,502
-11.2%
17,458
-10.1%
0.30%
-17.1%
Q1 2023$1,802,044
+1.3%
19,428
-0.8%
0.36%
-4.3%
Q4 2022$1,778,200
+1.1%
19,5930.0%0.37%
-0.3%
Q3 2022$1,758,000
-5.8%
19,5930.0%0.37%
-0.3%
Q2 2022$1,866,000
-20.0%
19,593
-14.5%
0.38%
-1.6%
Q1 2022$2,333,000
-12.7%
22,923
-6.1%
0.38%
-8.0%
Q4 2021$2,672,000
+4.3%
24,423
+5.4%
0.41%
-3.0%
Q3 2021$2,561,000
+56.7%
23,168
+57.4%
0.43%
+50.4%
Q2 2021$1,634,000
-10.5%
14,723
-11.8%
0.28%
-21.3%
Q1 2021$1,826,000
+4.9%
16,686
+8.5%
0.36%
-0.8%
Q4 2020$1,740,000
+89.3%
15,380
+88.1%
0.36%
+73.3%
Q3 2020$919,000
+16.9%
8,175
+15.9%
0.21%
+14.1%
Q2 2020$786,000
+4.4%
7,055
-0.5%
0.18%
-14.4%
Q1 2020$753,000
+22.4%
7,088
+24.2%
0.22%
+44.3%
Q4 2019$615,000
-1.1%
5,7080.0%0.15%
-28.0%
Q3 2019$622,000
+2.0%
5,708
+0.6%
0.21%
+19.7%
Q2 2019$610,000
+1.8%
5,675
-34.9%
0.17%
+0.6%
Q1 2019$599,000
+2.0%
8,722
+52.8%
0.17%
-9.5%
Q4 2018$587,000
+1.6%
5,7070.0%0.19%
+1.1%
Q3 2018$578,000
-1.7%
5,7070.0%0.19%
-2.6%
Q2 2018$588,000
-15.8%
5,707
-14.8%
0.19%
-20.2%
Q1 2018$698,000
+16.3%
6,697
+18.2%
0.24%
+15.2%
Q4 2017$600,0005,6650.21%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
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