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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $539,246 | -53.9% | 5,753 | -53.3% | 0.00% | -100.0% |
| Q1 2023 | $1,169,142 | -14.7% | 12,322 | -15.2% | 0.00% | 0.0% |
| Q4 2022 | $1,370,302 | +13.6% | 14,537 | +14.2% | 0.00% | 0.0% |
| Q3 2022 | $1,206,000 | +19.1% | 12,731 | +20.7% | 0.00% | 0.0% |
| Q2 2022 | $1,013,000 | -13.7% | 10,546 | -12.4% | 0.00% | 0.0% |
| Q1 2022 | $1,174,000 | +13.8% | 12,039 | +17.3% | 0.00% | 0.0% |
| Q4 2021 | $1,032,000 | +104.0% | 10,263 | +106.4% | 0.00% | – |
| Q3 2021 | $506,000 | +66.4% | 4,973 | +66.4% | 0.00% | – |
| Q2 2021 | $304,000 | -68.7% | 2,989 | -69.3% | 0.00% | -100.0% |
| Q4 2019 | $972,000 | +6.9% | 9,737 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $909,000 | +2.8% | 9,061 | +2.7% | 0.00% | 0.0% |
| Q2 2019 | $884,000 | -1.2% | 8,824 | -1.7% | 0.00% | 0.0% |
| Q1 2019 | $895,000 | +1.0% | 8,974 | +0.0% | 0.00% | -50.0% |
| Q4 2018 | $886,000 | – | 8,973 | – | 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% |