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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $6,023,679 | +0.1% | 65,575 | +0.8% | 4.71% | -8.0% |
| Q4 2023 | $6,015,606 | +5.6% | 65,069 | +0.4% | 5.12% | -2.1% |
| Q3 2023 | $5,698,772 | -27.1% | 64,832 | -24.0% | 5.23% | -26.8% |
| Q2 2023 | $7,818,387 | -3.0% | 85,335 | -1.8% | 7.14% | -13.9% |
| Q1 2023 | $8,057,174 | +1.1% | 86,865 | -1.3% | 8.30% | +5.9% |
| Q4 2022 | $7,967,077 | -1.7% | 88,053 | -2.6% | 7.84% | +20.1% |
| Q3 2022 | $8,108,000 | -7.3% | 90,371 | -1.6% | 6.52% | -23.5% |
| Q2 2022 | $8,747,000 | -48.1% | 91,827 | -44.5% | 8.53% | -25.7% |
| Q1 2022 | $16,850,000 | -6.0% | 165,552 | +1.0% | 11.49% | -11.9% |
| Q4 2021 | $17,929,000 | -11.0% | 163,868 | -10.1% | 13.03% | -12.0% |
| Q3 2021 | $20,142,000 | +42.6% | 182,199 | +43.2% | 14.81% | +45.5% |
| Q2 2021 | $14,123,000 | – | 127,277 | – | 10.18% | – |
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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% |