BANK OF MONTREAL /CAN/ - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 340 filers reported holding PIMCO ETF TR in Q3 2020. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$3,830,532
-8.5%
42,709
-6.3%
0.00%0.0%
Q2 2023$4,185,106
-30.5%
45,594
-31.0%
0.00%
-66.7%
Q4 2022$6,019,276
-3.4%
66,110
-1.8%
0.00%0.0%
Q3 2022$6,231,000
+9.4%
67,343
+14.7%
0.00%0.0%
Q2 2022$5,696,000
-6.9%
58,734
-1.9%
0.00%0.0%
Q1 2022$6,120,000
-6.4%
59,855
+0.5%
0.00%0.0%
Q4 2021$6,536,000
+6.1%
59,567
+6.9%
0.00%0.0%
Q3 2021$6,163,000
-13.0%
55,719
-12.8%
0.00%
-25.0%
Q2 2021$7,081,000
+40.5%
63,902
+39.4%
0.00%
+33.3%
Q1 2021$5,040,000
+4.8%
45,848
+6.7%
0.00%0.0%
Q4 2020$4,807,000
+13.1%
42,985
+13.0%
0.00%
-25.0%
Q3 2020$4,252,000
+15.3%
38,030
+15.4%
0.00%
+33.3%
Q2 2020$3,687,000
+0.9%
32,958
-4.0%
0.00%
-25.0%
Q1 2020$3,655,000
-1.8%
34,323
-0.6%
0.00%
+33.3%
Q4 2019$3,723,000
+20.8%
34,533
+22.0%
0.00%0.0%
Q3 2019$3,081,000
+7.3%
28,295
+5.9%
0.00%
+50.0%
Q2 2019$2,871,000
+9.2%
26,708
+7.2%
0.00%0.0%
Q1 2019$2,629,000
+6.9%
24,908
+4.1%
0.00%0.0%
Q4 2018$2,460,000
-5.1%
23,938
-5.5%
0.00%0.0%
Q3 2018$2,593,000
+2.1%
25,328
+2.8%
0.00%0.0%
Q2 2018$2,540,000
+1.0%
24,648
+2.1%
0.00%0.0%
Q1 2018$2,516,000
-6.5%
24,143
-4.9%
0.00%0.0%
Q4 2017$2,690,000
+28.1%
25,378
+29.0%
0.00%0.0%
Q3 2017$2,100,000
+4.4%
19,674
+3.7%
0.00%0.0%
Q2 2017$2,012,000
+16.8%
18,974
+16.1%
0.00%0.0%
Q1 2017$1,722,000
+4.4%
16,349
+3.4%
0.00%0.0%
Q4 2016$1,649,000
-8.1%
15,818
-4.8%
0.00%0.0%
Q3 2016$1,794,000
+10.3%
16,618
+9.7%
0.00%0.0%
Q2 2016$1,626,000
-8.2%
15,148
-9.8%
0.00%0.0%
Q1 2016$1,772,000
-38.2%
16,798
-38.9%
0.00%
-33.3%
Q4 2015$2,868,000
-1.4%
27,514
-0.3%
0.00%
-25.0%
Q3 2015$2,910,000
-0.1%
27,589
+1.3%
0.00%
+33.3%
Q2 2015$2,914,000
+26.8%
27,237
+30.5%
0.00%0.0%
Q1 2015$2,298,000
-7.6%
20,865
-10.0%
0.00%0.0%
Q4 2014$2,487,000
-26.5%
23,194
-25.5%
0.00%
-25.0%
Q3 2014$3,382,000
-3.6%
31,145
-3.2%
0.00%0.0%
Q2 2014$3,507,000
-32.3%
32,175
-33.8%
0.00%
-42.9%
Q1 2014$5,180,000
+26.5%
48,570
+24.3%
0.01%
+16.7%
Q4 2013$4,094,000
+5.2%
39,087
+6.3%
0.01%0.0%
Q3 2013$3,892,000
-0.3%
36,768
-0.7%
0.01%
-14.3%
Q2 2013$3,905,00037,0180.01%
Other shareholders
PIMCO ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders