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 | $255,463 | +0.4% | 2,805 | +1.3% | 0.02% | -7.7% |
| Q1 2024 | $254,482 | +0.5% | 2,770 | +1.1% | 0.03% | -46.9% |
| Q4 2023 | $253,221 | +5.2% | 2,739 | 0.0% | 0.05% | +8.9% |
| Q3 2023 | $240,758 | -52.0% | 2,739 | -50.0% | 0.04% | -2.2% |
| Q2 2023 | $501,894 | -1.2% | 5,478 | 0.0% | 0.05% | -29.2% |
| Q1 2023 | $508,112 | +104.8% | 5,478 | 0.0% | 0.06% | -13.3% |
| Q4 2022 | $248,073 | -66.4% | 5,478 | -33.3% | 0.08% | +17.2% |
| Q3 2022 | $737,743 | +41.4% | 8,217 | +50.0% | 0.06% | -9.9% |
| Q2 2022 | $521,890 | – | 5,478 | – | 0.07% | – |
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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% |