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 | $227,692 | -1.8% | 2,428 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $231,834 | -41.6% | 2,473 | -40.9% | 0.01% | -52.0% |
| Q1 2023 | $397,309 | -15.5% | 4,187 | -16.0% | 0.02% | -24.2% |
| Q4 2022 | $470,113 | -20.0% | 4,987 | -19.6% | 0.03% | -26.7% |
| Q3 2022 | $588,000 | -8.3% | 6,203 | -7.0% | 0.04% | -6.2% |
| Q2 2022 | $641,000 | +6.5% | 6,671 | +8.2% | 0.05% | +23.1% |
| Q1 2022 | $602,000 | -81.7% | 6,167 | -81.1% | 0.04% | -79.7% |
| Q4 2021 | $3,288,000 | +160.1% | 32,685 | +163.2% | 0.19% | +120.7% |
| Q3 2021 | $1,264,000 | – | 12,417 | – | 0.09% | – |
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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% |