PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 360 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,367 | -8.9% | 3,167 | -5.0% | 0.00% | -40.0% |
| Q2 2023 | $305,457 | +2.3% | 3,334 | +3.5% | 0.01% | 0.0% |
| Q1 2023 | $298,720 | -34.8% | 3,221 | -36.4% | 0.01% | -44.4% |
| Q4 2022 | $457,815 | -23.7% | 5,061 | -24.2% | 0.01% | -30.8% |
| Q3 2022 | $600,000 | -8.8% | 6,678 | -3.2% | 0.01% | -7.1% |
| Q2 2022 | $658,000 | -16.8% | 6,901 | -11.3% | 0.01% | +27.3% |
| Q1 2022 | $791,000 | -3.5% | 7,776 | +3.7% | 0.01% | -47.6% |
| Q4 2021 | $820,000 | -0.6% | 7,495 | +0.4% | 0.02% | +5.0% |
| Q3 2021 | $825,000 | +62.1% | 7,466 | +62.7% | 0.02% | +11.1% |
| Q2 2021 | $509,000 | +1.8% | 4,590 | +0.7% | 0.02% | -41.9% |
| Q1 2021 | $500,000 | -13.5% | 4,557 | -11.0% | 0.03% | -22.5% |
| Q4 2020 | $578,000 | -4.5% | 5,120 | -4.7% | 0.04% | -31.0% |
| Q3 2020 | $605,000 | +11.8% | 5,370 | +11.0% | 0.06% | +7.4% |
| Q2 2020 | $541,000 | – | 4,840 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 335,436 | $37,082,000 | 24.02% |
| Cardinal Point Wealth Management LLC | 346,378 | $38,292,000 | 18.00% |
| Lee Financial Group Hawaii, Inc. | 182,199 | $20,142,000 | 14.81% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 178,118 | $19,691,000 | 11.57% |
| John W. Brooker & Co., CPAs | 164,160 | $18,148,000 | 10.22% |
| PRUDENT INVESTORS NETWORK, INC. | 161,023 | $17,801,000 | 8.91% |
| Hudson Capital Management LLC | 193,006 | $21,337,000 | 8.54% |
| Elwood & Goetz Wealth Advisory Group, LLC | 218,612 | $24,168,000 | 8.34% |
| Seascape Capital Management | 118,764 | $13,129,000 | 6.73% |
| Capital Advisors Wealth Management, LLC | 171,350 | $18,943,000 | 6.72% |