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 | $894,265 | -93.4% | 9,540 | -93.4% | 0.07% | -93.2% |
| Q2 2023 | $13,534,499 | -87.6% | 144,382 | -87.5% | 0.99% | -86.7% |
| Q1 2023 | $109,305,196 | +0.8% | 1,151,975 | +0.1% | 7.40% | -4.5% |
| Q4 2022 | $108,465,622 | -10.5% | 1,150,707 | -10.0% | 7.75% | -17.2% |
| Q3 2022 | $121,143,000 | +1.0% | 1,279,099 | +2.4% | 9.36% | +5.2% |
| Q2 2022 | $119,984,000 | +436.2% | 1,249,570 | +444.6% | 8.89% | +502.2% |
| Q1 2022 | $22,377,000 | – | 229,432 | – | 1.48% | – |
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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% |