PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 155 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76 | 0.0% | 811 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $76 | -1.3% | 811 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $77 | +1.3% | 811 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $76 | -99.9% | 811 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $77,000 | -1.3% | 811 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $78,000 | -1.3% | 811 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $79,000 | -3.7% | 811 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $82,000 | -1.2% | 811 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $83,000 | +1.2% | 811 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $82,000 | -1.2% | 811 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $83,000 | 0.0% | 811 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $83,000 | 0.0% | 811 | 0.0% | 0.02% | -23.3% |
| Q3 2020 | $83,000 | 0.0% | 811 | 0.0% | 0.03% | +3.4% |
| Q2 2020 | $83,000 | +112.8% | 811 | +105.8% | 0.03% | +70.6% |
| Q1 2020 | $39,000 | 0.0% | 394 | 0.0% | 0.02% | +30.8% |
| Q4 2019 | $39,000 | -2.5% | 394 | 0.0% | 0.01% | -13.3% |
| Q3 2019 | $40,000 | +2.6% | 394 | 0.0% | 0.02% | +7.1% |
| Q2 2019 | $39,000 | 0.0% | 394 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $39,000 | – | 394 | – | 0.02% | – |
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% |