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 | $11,093,999 | +55.6% | 121,805 | +56.9% | 4.29% | +39.4% |
| Q1 2024 | $7,129,071 | -3.8% | 77,608 | -3.2% | 3.08% | -11.0% |
| Q4 2023 | $7,409,405 | +4.8% | 80,145 | -0.4% | 3.46% | -9.5% |
| Q3 2023 | $7,071,643 | +2033.9% | 80,451 | +2124.2% | 3.82% | +2012.2% |
| Q2 2023 | $331,390 | +64.1% | 3,617 | +96.0% | 0.18% | +60.2% |
| Q4 2021 | $202,000 | +0.5% | 1,845 | +1.3% | 0.11% | -0.9% |
| Q3 2021 | $201,000 | -2.9% | 1,822 | -2.6% | 0.11% | -2.6% |
| Q2 2021 | $207,000 | +2.5% | 1,870 | +1.4% | 0.12% | -10.0% |
| Q1 2021 | $202,000 | -13.3% | 1,845 | -10.4% | 0.13% | -21.2% |
| Q4 2020 | $233,000 | – | 2,060 | – | 0.16% | – |
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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% |