PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 7 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $286,677 | -38.8% | 3,101 | -41.8% | 0.05% | -44.6% |
| Q3 2023 | $468,289 | +84.0% | 5,328 | +91.8% | 0.08% | +9.2% |
| Q2 2023 | $254,511 | -59.3% | 2,778 | -58.8% | 0.08% | -29.6% |
| Q1 2023 | $625,474 | -37.8% | 6,743 | -37.9% | 0.11% | +54.3% |
| Q4 2022 | $1,005,968 | +5.1% | 10,850 | +5.1% | 0.07% | 0.0% |
| Q3 2022 | $957,000 | -92.6% | 10,324 | -92.2% | 0.07% | -92.2% |
| Q1 2022 | $12,880,000 | – | 131,871 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essential Planning, LLC. | 522,084 | $46,040,960 | 25.50% |
| Ferguson Shapiro LLC | 489,978 | $43,069,073 | 23.70% |
| TECTONIC ADVISORS LLC | 1,672,155 | $146,982,456 | 13.78% |
| John W. Brooker & Co., CPAs | 189,256 | $16,635,634 | 10.52% |
| Smart Portfolios, LLC | 60,927 | $5,355,483 | 9.62% |
| PRUDENT INVESTORS NETWORK, INC. | 230,178 | $20,232,602 | 9.47% |
| Treasure Coast Financial Planning | 148,216 | $13,028,203 | 9.04% |
| Hudson Capital Management LLC | 256,894 | $22,580,993 | 9.00% |
| Southland Equity Partners LLC | 204,728 | $17,995,584 | 6.19% |
| KWB Wealth | 390,068 | $35,738,072 | 5.73% |