PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 150 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,963,215 | +1.0% | 31,611 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $2,933,718 | -56.3% | 31,296 | -53.2% | 0.00% | – |
| Q4 2021 | $6,720,000 | +723.5% | 66,810 | +736.2% | 0.00% | – |
| Q4 2020 | $816,000 | +3.9% | 7,990 | +1.5% | 0.00% | – |
| Q2 2018 | $785,000 | -45.4% | 7,872 | -45.3% | 0.00% | -100.0% |
| Q1 2018 | $1,438,000 | +145.8% | 14,385 | +149.1% | 0.00% | – |
| Q2 2017 | $585,000 | -89.5% | 5,774 | -89.6% | 0.00% | -100.0% |
| Q1 2017 | $5,573,000 | +1223.8% | 55,273 | +1216.3% | 0.00% | – |
| Q4 2016 | $421,000 | -77.4% | 4,199 | -77.2% | 0.00% | -100.0% |
| Q3 2016 | $1,860,000 | +14.5% | 18,411 | +13.8% | 0.00% | 0.0% |
| Q2 2016 | $1,624,000 | +23.5% | 16,174 | +22.2% | 0.00% | 0.0% |
| Q1 2016 | $1,315,000 | -7.2% | 13,238 | -6.9% | 0.00% | 0.0% |
| Q4 2015 | $1,417,000 | -3.7% | 14,218 | -2.9% | 0.00% | 0.0% |
| Q3 2015 | $1,471,000 | +364.0% | 14,642 | +369.6% | 0.00% | – |
| Q1 2015 | $317,000 | – | 3,118 | – | 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% |