PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 155 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,174 | +1.5% | 3,170 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $292,691 | -95.6% | 3,122 | -95.6% | 0.00% | -92.3% |
| Q1 2023 | $6,690,992 | -39.9% | 70,517 | -40.3% | 0.01% | -40.9% |
| Q4 2022 | $11,134,105 | +27.9% | 118,120 | +28.6% | 0.02% | +15.8% |
| Q3 2022 | $8,702,000 | +76.4% | 91,886 | +78.9% | 0.02% | +72.7% |
| Q2 2022 | $4,932,000 | +1549.5% | 51,368 | +1574.3% | 0.01% | +1000.0% |
| Q1 2022 | $299,000 | -9.9% | 3,068 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $332,000 | -2.6% | 3,298 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $341,000 | -37.9% | 3,344 | -38.0% | 0.00% | 0.0% |
| Q2 2021 | $549,000 | -3.5% | 5,391 | -3.3% | 0.00% | 0.0% |
| Q1 2021 | $569,000 | 0.0% | 5,576 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $569,000 | – | 5,575 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Connor Financial Group LLC | 161,473 | $15,136,678 | 10.44% |
| Elwood & Goetz Wealth Advisory Group, LLC | 454,149 | $42,572,384 | 9.70% |
| Antonetti Capital Management LLC | 68,211 | $6,394,186 | 9.21% |
| ACCESS FINANCIAL SERVICES, INC. | 162,601 | $15,242,381 | 8.89% |
| AIFG Consultants Ltd. | 110,888 | $10,394,764 | 8.34% |
| TOBIAS FINANCIAL ADVISORS, INC. | 235,814 | $22,105,412 | 5.96% |
| Treasure Coast Financial Planning | 93,575 | $8,771,771 | 5.93% |
| Lionsbridge Wealth Management LLC | 55,087 | $5,163,911 | 4.61% |
| Smart Portfolios, LLC | 24,078 | $2,257,067 | 3.96% |
| Precision Wealth Strategies, LLC | 25,751 | $2,413,934 | 3.95% |