PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 1 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,010,780 | +7.4% | 160,132 | +7.4% | 0.07% | +35.2% |
| Q2 2023 | $13,983,019 | -19.4% | 149,167 | -18.4% | 0.05% | +31.7% |
| Q1 2023 | $17,346,687 | +1.1% | 182,770 | +0.6% | 0.04% | -62.7% |
| Q4 2022 | $17,161,227 | +10.8% | 181,612 | +11.0% | 0.11% | -40.9% |
| Q3 2022 | $15,495,000 | -8.3% | 163,607 | -7.0% | 0.19% | -0.5% |
| Q2 2022 | $16,889,000 | – | 175,895 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 243,448 | $24,844,000 | 12.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,427 | $13,106,000 | 5.99% |
| Kathmere Capital Management, LLC | 168,605 | $17,206,000 | 3.70% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 31,372 | $3,206,000 | 2.33% |
| HOWLAND CAPITAL MANAGEMENT LLC | 384,997 | $39,289,000 | 2.31% |
| FIRST NATIONAL CORP /MA/ /ADV | 79,954 | $8,159,000 | 2.22% |
| SkyOak Wealth, LLC | 68,439 | $6,984,000 | 2.17% |
| GREATMARK INVESTMENT PARTNERS, INC. | 67,341 | $6,872,000 | 1.49% |
| B. Riley Wealth Management, Inc. | 91,326 | $9,319,000 | 1.20% |
| AlphaStar Capital Management, LLC | 64,969 | $6,638,000 | 1.13% |