PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 366 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $155,848 | -5.5% | 1,711 | -4.7% | 0.07% | -9.8% |
| Q1 2024 | $164,933 | -23.1% | 1,795 | -26.4% | 0.08% | -36.4% |
| Q4 2023 | $214,419 | -8.3% | 2,439 | -8.3% | 0.13% | -36.1% |
| Q3 2023 | $233,756 | -3.7% | 2,659 | +0.4% | 0.20% | -1.0% |
| Q2 2023 | $242,613 | -0.9% | 2,648 | +0.3% | 0.20% | -8.9% |
| Q1 2023 | $244,772 | – | 2,639 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 387,178 | $42,361,000 | 23.94% |
| Cardinal Point Wealth Management Partners, LLC | 354,231 | $38,815,000 | 16.83% |
| Lee Financial Group Hawaii, Inc. | 163,868 | $17,929,000 | 13.03% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 160,128 | $17,520,000 | 9.83% |
| John W. Brooker & Co., CPAs | 172,448 | $18,868,000 | 9.70% |
| PRUDENT INVESTORS NETWORK, INC. | 180,918 | $19,794,000 | 9.33% |
| Pinnacle Wealth Management, LLC | 97,714 | $10,691,000 | 9.15% |
| Elwood & Goetz Wealth Advisory Group, LLC | 243,859 | $26,681,000 | 8.31% |
| Hudson Capital Management LLC | 202,276 | $22,213,000 | 8.05% |
| Claremont Financial Group, Inc. | 71 | $1,812,000 | 7.91% |