Integrated Wealth Concepts LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is HYS and the CUSIP is 72201R783. A total of 249 filers reported holding PIMCO ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,224,514
-2.6%
13,561
-1.7%
0.02%0.0%
Q2 2023$1,257,520
+513173.5%
13,790
+413.4%
0.02%
+340.0%
Q1 2023$245
+9.9%
2,686
+7.4%
0.01%
-16.7%
Q4 2022$223
-99.9%
2,502
-1.3%
0.01%
-14.3%
Q3 2022$221,000
-1.8%
2,535
-0.4%
0.01%0.0%
Q2 2022$225,000
+10.8%
2,545
+20.8%
0.01%
+16.7%
Q1 2022$203,000
-4.7%
2,106
-2.2%
0.01%0.0%
Q4 2021$213,000
+3.4%
2,153
+3.6%
0.01%
-14.3%
Q3 2021$206,000
+1.5%
2,078
+2.5%
0.01%0.0%
Q2 2021$203,000
-8.1%
2,027
-8.9%
0.01%
-22.2%
Q1 2021$221,000
+3.8%
2,225
+2.4%
0.01%
-10.0%
Q4 2020$213,000
+1.9%
2,172
-2.6%
0.01%
-23.1%
Q3 2020$209,0002,2300.01%
Other shareholders
PIMCO ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
CKW FINANCIAL GROUP 440,360$37,698,0007.14%
Financial Management Professionals, Inc. 166,807$16,641,0006.14%
CAPE ANN SAVINGS BANK 37,598$3,751,0004.33%
RWA WEALTH PARTNERS, LLC 295,639$29,493,0003.12%
ENTERPRISE FINANCIAL SERVICES CORP 115,097$11,481,0002.61%
Parkside Investments, LLC 61,321$6,117,0001.64%
BHK Investment Advisors, LLC 27,071$2,701,0001.56%
Aspen Investment Management Inc 22,295$2,224,0001.48%
CONDOR CAPITAL MANAGEMENT 92,641$9,242,0001.44%
Ballast, Inc. 23,360$2,330,0001.43%
View complete list of PIMCO ETF TR shareholders