PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 1 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 243,448 | $24,844,000 | 12.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,427 | $13,106,000 | 5.99% |
| Kathmere Capital Management, LLC | 168,605 | $17,206,000 | 3.70% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 31,372 | $3,206,000 | 2.33% |
| HOWLAND CAPITAL MANAGEMENT LLC | 384,997 | $39,289,000 | 2.31% |
| FIRST NATIONAL CORP /MA/ /ADV | 79,954 | $8,159,000 | 2.22% |
| SkyOak Wealth, LLC | 68,439 | $6,984,000 | 2.17% |
| GREATMARK INVESTMENT PARTNERS, INC. | 67,341 | $6,872,000 | 1.49% |
| B. Riley Wealth Management, Inc. | 91,326 | $9,319,000 | 1.20% |
| AlphaStar Capital Management, LLC | 64,969 | $6,638,000 | 1.13% |