PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 365 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 | $239,371 | -3.3% | 2,723 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $247,516 | -24.9% | 2,702 | -23.9% | 0.00% | -33.3% |
| Q1 2023 | $329,469 | +3.1% | 3,552 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $319,678 | +1.5% | 3,533 | +0.5% | 0.01% | -14.3% |
| Q3 2022 | $315,000 | -19.0% | 3,515 | -13.9% | 0.01% | -12.5% |
| Q2 2022 | $389,000 | -6.0% | 4,083 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $414,000 | – | 4,068 | – | 0.01% | – |
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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% |