PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 360 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,279 | -3.0% | 2,290 | +1.1% | 0.25% | -11.1% |
| Q2 2023 | $207,601 | -0.3% | 2,266 | +1.0% | 0.28% | -6.0% |
| Q1 2023 | $208,127 | +3.5% | 2,244 | +0.9% | 0.30% | -4.2% |
| Q4 2022 | $201,129 | -10.6% | 2,223 | -3.5% | 0.31% | -7.7% |
| Q2 2022 | $225,000 | -3.0% | 2,303 | +1.0% | 0.34% | +7.7% |
| Q1 2022 | $232,000 | -6.5% | 2,281 | +0.6% | 0.31% | -2.2% |
| Q4 2021 | $248,000 | -1.6% | 2,267 | -0.5% | 0.32% | -8.8% |
| Q3 2021 | $252,000 | +0.4% | 2,278 | +0.6% | 0.35% | -1.1% |
| Q2 2021 | $251,000 | +2.0% | 2,264 | +0.6% | 0.36% | -7.8% |
| Q1 2021 | $246,000 | – | 2,251 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KAYS FINANCIAL ADVISORY CORP /ADV | 183,943 | $19,266,000 | 14.55% |
| INR ADVISORY SERVICES LLC | 460,953 | $48,280,000 | 11.18% |
| Litman Gregory Wealth Management LLC | 75,744 | $7,933,000 | 9.78% |
| Annex Advisory Services, LLC | 122,091 | $12,788,000 | 4.91% |
| AVALON CAPITAL MANAGEMENT | 50,729 | $5,313,000 | 4.48% |
| Capital Analysts, LLC | 132,293 | $13,856,384,000 | 3.77% |
| SPINNAKER TRUST | 189,312 | $19,828,000 | 3.30% |
| Somerset Group LLC | 38,850 | $4,069,000 | 3.18% |
| Gateway Advisory, LLC | 54,328 | $5,690,000 | 3.14% |
| Mosaic Financial Partners, Inc. | 38,439 | $4,026,000 | 2.94% |