PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 154 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,093 | +3.2% | 65 | +3.2% | 0.00% | – |
| Q2 2023 | $5,906 | +0.4% | 63 | +1.6% | 0.00% | – |
| Q1 2023 | $5,883 | +2.3% | 62 | +1.6% | 0.00% | – |
| Q4 2022 | $5,750 | -17.9% | 61 | -15.3% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 72 | -4.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 75 | -12.8% | 0.00% | – |
| Q1 2022 | $8,000 | -100.0% | 86 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $73,753,000 | -41.3% | 740,001 | -40.8% | 0.08% | -44.7% |
| Q3 2015 | $125,620,000 | -1.0% | 1,250,000 | 0.0% | 0.15% | +10.3% |
| Q2 2015 | $126,913,000 | -0.2% | 1,250,000 | 0.0% | 0.14% | -6.2% |
| Q1 2015 | $127,150,000 | +1.4% | 1,250,000 | 0.0% | 0.14% | +4.3% |
| Q4 2014 | $125,350,000 | -0.9% | 1,250,000 | 0.0% | 0.14% | -9.2% |
| Q3 2014 | $126,513,000 | -0.2% | 1,250,000 | 0.0% | 0.15% | -3.8% |
| Q2 2014 | $126,713,000 | – | 1,250,000 | – | 0.16% | – |
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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% |