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 | $2,115,990 | +9.8% | 22,573 | +9.8% | 0.02% | +4.5% |
| Q2 2023 | $1,926,554 | -7.6% | 20,552 | -6.5% | 0.02% | -15.4% |
| Q1 2023 | $2,084,809 | +1.4% | 21,972 | -38.5% | 0.03% | -52.7% |
| Q4 2022 | $2,055,112 | -18.3% | 35,750 | +34.7% | 0.06% | +34.1% |
| Q3 2022 | $2,514,000 | -21.2% | 26,550 | -20.1% | 0.04% | -22.6% |
| Q2 2022 | $3,192,000 | -6.6% | 33,240 | -5.1% | 0.05% | -3.6% |
| Q1 2022 | $3,417,000 | +66.2% | 35,035 | +71.5% | 0.06% | +77.4% |
| Q4 2021 | $2,056,000 | +10.1% | 20,432 | +11.3% | 0.03% | -32.6% |
| Q3 2021 | $1,868,000 | – | 18,350 | – | 0.05% | – |
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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% |