PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 366 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $859,922 | +0.8% | 9,504 | 0.0% | 0.38% | -6.9% |
| Q3 2022 | $853,000 | +0.5% | 9,504 | +6.7% | 0.40% | +2.3% |
| Q2 2022 | $849,000 | -11.1% | 8,909 | +2.1% | 0.40% | -7.9% |
| Q1 2022 | $955,000 | 0.0% | 8,728 | 0.0% | 0.43% | 0.0% |
| Q4 2021 | $955,000 | -0.1% | 8,728 | +0.9% | 0.43% | -20.3% |
| Q3 2021 | $956,000 | -39.1% | 8,651 | -38.3% | 0.54% | -60.1% |
| Q4 2020 | $1,569,000 | – | 14,030 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 387,178 | $42,361,000 | 23.94% |
| Cardinal Point Wealth Management Partners, LLC | 354,231 | $38,815,000 | 16.83% |
| Lee Financial Group Hawaii, Inc. | 163,868 | $17,929,000 | 13.03% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 160,128 | $17,520,000 | 9.83% |
| John W. Brooker & Co., CPAs | 172,448 | $18,868,000 | 9.70% |
| PRUDENT INVESTORS NETWORK, INC. | 180,918 | $19,794,000 | 9.33% |
| Pinnacle Wealth Management, LLC | 97,714 | $10,691,000 | 9.15% |
| Elwood & Goetz Wealth Advisory Group, LLC | 243,859 | $26,681,000 | 8.31% |
| Hudson Capital Management LLC | 202,276 | $22,213,000 | 8.05% |
| Claremont Financial Group, Inc. | 71 | $1,812,000 | 7.91% |