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 | $7,498,745 | +13.1% | 79,995 | +13.1% | 0.35% | +2.9% |
| Q2 2023 | $6,629,666 | +38.2% | 70,723 | +39.9% | 0.34% | +22.4% |
| Q1 2023 | $4,795,917 | +45.9% | 50,545 | +45.0% | 0.28% | +25.4% |
| Q4 2022 | $3,286,161 | +52.5% | 34,863 | +53.2% | 0.22% | +36.6% |
| Q3 2022 | $2,155,000 | – | 22,751 | – | 0.16% | – |
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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% |