PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,028,203 | -7.3% | 148,216 | -3.4% | 9.04% | -4.8% |
| Q2 2023 | $14,054,182 | +0.4% | 153,396 | +1.7% | 9.50% | -2.9% |
| Q1 2023 | $13,996,259 | +35.1% | 150,895 | +31.8% | 9.78% | +26.6% |
| Q4 2022 | $10,358,000 | -5.6% | 114,479 | -6.4% | 7.73% | -12.2% |
| Q3 2022 | $10,969,000 | +7.2% | 122,258 | +13.8% | 8.80% | +11.1% |
| Q2 2022 | $10,234,000 | +42.9% | 107,444 | +52.7% | 7.93% | +44.4% |
| Q1 2022 | $7,161,000 | -12.7% | 70,357 | -6.1% | 5.49% | -13.4% |
| Q4 2021 | $8,199,000 | – | 74,935 | – | 6.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 335,436 | $37,082,000 | 24.02% |
| Cardinal Point Wealth Management LLC | 346,378 | $38,292,000 | 18.00% |
| Lee Financial Group Hawaii, Inc. | 182,199 | $20,142,000 | 14.81% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 178,118 | $19,691,000 | 11.57% |
| John W. Brooker & Co., CPAs | 164,160 | $18,148,000 | 10.22% |
| PRUDENT INVESTORS NETWORK, INC. | 161,023 | $17,801,000 | 8.91% |
| Hudson Capital Management LLC | 193,006 | $21,337,000 | 8.54% |
| Elwood & Goetz Wealth Advisory Group, LLC | 218,612 | $24,168,000 | 8.34% |
| Seascape Capital Management | 118,764 | $13,129,000 | 6.73% |
| Capital Advisors Wealth Management, LLC | 171,350 | $18,943,000 | 6.72% |