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 | $285,626 | -20.6% | 3,047 | -20.6% | 0.06% | -15.8% |
| Q2 2023 | $359,872 | -35.4% | 3,839 | -34.6% | 0.08% | -38.7% |
| Q1 2023 | $557,123 | -0.1% | 5,872 | -0.7% | 0.12% | -4.6% |
| Q4 2022 | $557,592 | -19.3% | 5,915 | -18.9% | 0.13% | -24.4% |
| Q3 2022 | $691,000 | -21.1% | 7,293 | -20.1% | 0.17% | -11.8% |
| Q2 2022 | $876,000 | -9.5% | 9,123 | -8.1% | 0.20% | +9.6% |
| Q1 2022 | $968,000 | -3.9% | 9,927 | -0.8% | 0.18% | +6.0% |
| Q4 2021 | $1,007,000 | +4.9% | 10,009 | +6.2% | 0.17% | -1.2% |
| Q3 2021 | $960,000 | -37.5% | 9,428 | -37.6% | 0.17% | -36.8% |
| Q2 2021 | $1,536,000 | -5.0% | 15,102 | -4.7% | 0.27% | -13.8% |
| Q1 2021 | $1,616,000 | -21.4% | 15,844 | -21.3% | 0.31% | -25.0% |
| Q4 2020 | $2,055,000 | +0.3% | 20,140 | +0.5% | 0.42% | -9.8% |
| Q3 2020 | $2,048,000 | +10.6% | 20,042 | +10.3% | 0.46% | +0.9% |
| Q2 2020 | $1,852,000 | +29.9% | 18,167 | +26.1% | 0.46% | +1.6% |
| Q1 2020 | $1,426,000 | -64.5% | 14,408 | -64.2% | 0.45% | -56.1% |
| Q4 2019 | $4,014,000 | +20.9% | 40,217 | +21.6% | 1.03% | +5.2% |
| Q3 2019 | $3,319,000 | +94.3% | 33,075 | +94.1% | 0.98% | +107.0% |
| Q2 2019 | $1,708,000 | – | 17,039 | – | 0.47% | – |
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% |