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 | $228,793 | +12.0% | 2,512 | +13.0% | 0.06% | +14.3% |
| Q1 2024 | $204,205 | -8.5% | 2,223 | -7.9% | 0.05% | -12.5% |
| Q4 2023 | $223,132 | +5.2% | 2,414 | +0.1% | 0.06% | -30.0% |
| Q3 2023 | $212,048 | -4.0% | 2,412 | +0.0% | 0.08% | 0.0% |
| Q2 2023 | $220,922 | -1.2% | 2,411 | +0.0% | 0.08% | -7.0% |
| Q1 2023 | $223,567 | +2.6% | 2,410 | +0.0% | 0.09% | -3.4% |
| Q4 2022 | $217,999 | -6.4% | 2,409 | +13.0% | 0.09% | -13.6% |
| Q4 2021 | $233,000 | – | 2,131 | – | 0.10% | – |
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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% |