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 | $929,698 | -5.2% | 9,905 | -5.2% | 0.04% | -5.3% |
| Q2 2023 | $980,589 | +1.7% | 10,446 | +3.0% | 0.04% | -5.0% |
| Q1 2023 | $963,747 | -2.0% | 10,143 | -2.8% | 0.04% | -18.4% |
| Q4 2022 | $983,292 | -9.8% | 10,431 | -9.2% | 0.05% | -14.0% |
| Q3 2022 | $1,090,000 | -1.0% | 11,493 | +0.3% | 0.06% | +1.8% |
| Q2 2022 | $1,101,000 | -29.3% | 11,455 | -28.2% | 0.06% | -13.8% |
| Q1 2022 | $1,558,000 | -0.3% | 15,961 | +2.8% | 0.06% | -4.4% |
| Q4 2021 | $1,562,000 | – | 15,524 | – | 0.07% | – |
Download | ||||||
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% |