PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 158 filers reported holding PIMCO ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,003 | -7.0% | 42,700 | -7.0% | 0.01% | +16.7% |
| Q2 2023 | $4,303 | -46.5% | 45,900 | -45.8% | 0.01% | -45.5% |
| Q1 2023 | $8,037 | -10.1% | 84,700 | -10.7% | 0.01% | -8.3% |
| Q4 2022 | $8,943 | -97.0% | 94,881 | +2865.0% | 0.01% | – |
| Q3 2022 | $303,000 | -72.1% | 3,200 | -70.0% | 0.00% | -100.0% |
| Q3 2021 | $1,087,000 | – | 10,675 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Connor Financial Group LLC | 167,380 | $15,690,132 | 10.74% |
| Elwood & Goetz Wealth Advisory Group, LLC | 469,736 | $44,033,027 | 10.21% |
| Antonetti Capital Management LLC | 68,048 | $6,378,822 | 9.96% |
| ACCESS FINANCIAL SERVICES, INC. | 156,737 | $14,692,526 | 8.80% |
| TOBIAS FINANCIAL ADVISORS, INC. | 255,322 | $23,933,858 | 6.28% |
| Treasure Coast Financial Planning | 92,155 | $8,638,589 | 6.00% |
| Lionsbridge Wealth Management LLC | 55,088 | $5,163,949 | 4.90% |
| Smart Portfolios, LLC | 23,918 | $2,242,094 | 4.03% |
| TD Capital Management LLC | 326,654 | $30,620,593 | 3.75% |
| Precision Wealth Strategies, LLC | 35,862 | $3,361,731 | 3.65% |