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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $341,756 | +37.6% | 3,888 | +43.4% | 0.04% | +46.2% |
Q2 2023 | $248,382 | +2.8% | 2,711 | +4.0% | 0.03% | -3.7% |
Q1 2023 | $241,720 | -96.2% | 2,606 | -95.5% | 0.03% | -99.1% |
Q2 2014 | $6,289,000 | +276.4% | 57,693 | +268.3% | 3.05% | +220.5% |
Q1 2014 | $1,671,000 | +3.1% | 15,665 | +1.3% | 0.95% | +21.8% |
Q4 2013 | $1,620,000 | – | 15,465 | – | 0.78% | – |
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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% |