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 | $623,898 | -0.8% | 6,850 | 0.0% | 0.43% | -3.4% |
| Q1 2024 | $629,241 | -16.0% | 6,850 | -15.4% | 0.44% | -26.9% |
| Q4 2023 | $748,845 | +184.0% | 8,100 | +170.0% | 0.60% | +161.0% |
| Q3 2023 | $263,700 | +43.9% | 3,000 | +50.0% | 0.23% | +50.0% |
| Q2 2023 | $183,240 | -1.2% | 2,000 | 0.0% | 0.15% | -3.8% |
| Q1 2023 | $185,510 | -73.4% | 2,000 | -74.0% | 0.16% | -73.6% |
| Q4 2022 | $696,696 | – | 7,700 | – | 0.60% | – |
Download | ||||||
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% |