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 | $6,378,822 | -0.2% | 68,048 | -0.2% | 9.96% | +8.2% |
| Q2 2023 | $6,394,186 | -1.8% | 68,211 | -0.6% | 9.21% | -2.6% |
| Q1 2023 | $6,513,981 | +0.6% | 68,651 | -0.1% | 9.46% | +6.7% |
| Q4 2022 | $6,477,804 | -46.5% | 68,723 | -46.3% | 8.86% | -36.5% |
| Q3 2022 | $12,115,000 | -1.1% | 127,916 | +0.3% | 13.95% | +8.4% |
| Q2 2022 | $12,249,000 | -0.0% | 127,566 | +1.6% | 12.86% | +11.7% |
| Q1 2022 | $12,251,000 | +6.4% | 125,615 | +9.8% | 11.52% | +27.8% |
| Q4 2021 | $11,511,000 | +1.9% | 114,432 | +3.1% | 9.01% | -2.2% |
| Q3 2021 | $11,300,000 | -15.3% | 110,983 | -15.4% | 9.21% | -10.8% |
| Q2 2010 | $13,349,000 | – | 131,247 | – | 10.33% | – |
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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% |