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 | $1,553,809 | +32.9% | 17,060 | +34.0% | 0.24% | +25.4% |
| Q1 2024 | $1,169,123 | +21.2% | 12,727 | +22.4% | 0.19% | +18.9% |
| Q4 2023 | $964,340 | -69.6% | 10,397 | -71.1% | 0.16% | -66.7% |
| Q3 2023 | $3,167,248 | +5.3% | 36,032 | +9.8% | 0.48% | +5.3% |
| Q2 2023 | $3,007,543 | +37.9% | 32,826 | +39.6% | 0.45% | +28.7% |
| Q1 2023 | $2,180,962 | +10.3% | 23,513 | +7.9% | 0.35% | -7.1% |
| Q4 2022 | $1,977,700 | +4.6% | 21,788 | +3.4% | 0.38% | +1.1% |
| Q3 2022 | $1,891,000 | +5.2% | 21,076 | +11.7% | 0.38% | +5.3% |
| Q2 2022 | $1,798,000 | +50.0% | 18,874 | +60.3% | 0.36% | +85.4% |
| Q1 2022 | $1,199,000 | +13222.2% | 11,777 | +13920.2% | 0.19% | +3740.0% |
| Q3 2018 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $9,000 | – | 84 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 387,178 | $42,361,000 | 23.94% |
| Cardinal Point Wealth Management Partners, LLC | 354,231 | $38,815,000 | 16.83% |
| Lee Financial Group Hawaii, Inc. | 163,868 | $17,929,000 | 13.03% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 160,128 | $17,520,000 | 9.83% |
| John W. Brooker & Co., CPAs | 172,448 | $18,868,000 | 9.70% |
| PRUDENT INVESTORS NETWORK, INC. | 180,918 | $19,794,000 | 9.33% |
| Pinnacle Wealth Management, LLC | 97,714 | $10,691,000 | 9.15% |
| Elwood & Goetz Wealth Advisory Group, LLC | 243,859 | $26,681,000 | 8.31% |
| Hudson Capital Management LLC | 202,276 | $22,213,000 | 8.05% |
| Claremont Financial Group, Inc. | 71 | $1,812,000 | 7.91% |