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 | $483,417 | -76.0% | 5,157 | -76.0% | 0.23% | -73.9% |
| Q2 2023 | $2,018,244 | -1.2% | 21,530 | 0.0% | 0.88% | -6.9% |
| Q1 2023 | $2,042,874 | -11.8% | 21,530 | -11.9% | 0.94% | -16.5% |
| Q4 2022 | $2,316,263 | -2.3% | 24,428 | -2.4% | 1.13% | +0.2% |
| Q3 2022 | $2,370,000 | -1.4% | 25,027 | 0.0% | 1.13% | +4.0% |
| Q2 2022 | $2,403,000 | -4.3% | 25,027 | -2.8% | 1.09% | +18.3% |
| Q1 2022 | $2,512,000 | +929.5% | 25,756 | +978.1% | 0.92% | +857.3% |
| Q2 2020 | $244,000 | +3.0% | 2,389 | 0.0% | 0.10% | -30.4% |
| Q1 2020 | $237,000 | -0.8% | 2,389 | 0.0% | 0.14% | +43.8% |
| Q4 2019 | $239,000 | – | 2,389 | – | 0.10% | – |
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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% |