PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 145 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $189,917 | -0.0% | 2,026 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $189,919 | -1.2% | 2,026 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $192,237 | -9.8% | 2,026 | -10.4% | 0.01% | -18.8% |
| Q4 2022 | $213,027 | -0.5% | 2,260 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $214,000 | +30.5% | 2,260 | +32.3% | 0.02% | +5.9% |
| Q2 2022 | $164,000 | +57.7% | 1,708 | +59.9% | 0.02% | +88.9% |
| Q1 2022 | $104,000 | +22.4% | 1,068 | +26.1% | 0.01% | +28.6% |
| Q4 2021 | $85,000 | – | 847 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Connor Financial Group LLC | 161,473 | $15,136,678 | 10.44% |
| Elwood & Goetz Wealth Advisory Group, LLC | 454,149 | $42,572,384 | 9.70% |
| Antonetti Capital Management LLC | 68,211 | $6,394,186 | 9.21% |
| ACCESS FINANCIAL SERVICES, INC. | 162,601 | $15,242,381 | 8.89% |
| AIFG Consultants Ltd. | 110,888 | $10,394,764 | 8.34% |
| TOBIAS FINANCIAL ADVISORS, INC. | 235,814 | $22,105,412 | 5.96% |
| Treasure Coast Financial Planning | 93,575 | $8,771,771 | 5.93% |
| Lionsbridge Wealth Management LLC | 55,087 | $5,163,911 | 4.61% |
| Smart Portfolios, LLC | 24,078 | $2,257,067 | 3.96% |
| Precision Wealth Strategies, LLC | 25,751 | $2,413,934 | 3.95% |