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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $21,311 | -6.1% | 231,999 | -5.5% | 1.78% | +6.8% |
| Q4 2023 | $22,695 | -6.2% | 245,484 | -9.9% | 1.67% | -5.9% |
| Q3 2023 | $24,193 | +0.9% | 272,490 | +4.2% | 1.77% | -36.7% |
| Q2 2023 | $23,972 | +29.7% | 261,613 | +31.3% | 2.80% | +18.2% |
| Q1 2023 | $18,482 | -99.9% | 199,251 | -0.1% | 2.37% | -4.3% |
| Q4 2022 | $18,041,607 | +3.0% | 199,399 | +2.2% | 2.48% | +6.9% |
| Q3 2022 | $17,510,000 | -55.6% | 195,164 | -56.0% | 2.32% | -14.3% |
| Q2 2022 | $39,478,000 | – | 443,448 | – | 2.70% | – |
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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% |