PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 384 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,116 | -1.2% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,154 | -97.6% | 34 | -97.6% | 0.00% | -97.1% |
| Q4 2022 | $130,073 | -55.0% | 1,433 | -55.5% | 0.03% | -58.0% |
| Q3 2022 | $289,000 | +5.5% | 3,223 | +12.0% | 0.08% | +9.5% |
| Q2 2022 | $274,000 | -23.7% | 2,877 | -18.4% | 0.07% | -15.9% |
| Q1 2022 | $359,000 | -56.7% | 3,527 | -53.5% | 0.09% | -55.6% |
| Q4 2021 | $829,000 | +124.1% | 7,577 | +126.4% | 0.20% | +108.4% |
| Q3 2021 | $370,000 | +4.5% | 3,347 | +5.0% | 0.10% | +1.1% |
| Q2 2021 | $354,000 | +1211.1% | 3,189 | +1201.6% | 0.09% | +1242.9% |
| Q1 2021 | $27,000 | +12.5% | 245 | +14.5% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | – | 214 | – | 0.01% | – |
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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% |