PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 368 filers reported holding PIMCO ETF TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| 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% |