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 | $2,445,445 | -51.3% | 26,088 | -49.8% | 0.11% | 0.0% |
| Q2 2023 | $5,020,596 | +272.2% | 51,974 | +283.2% | 0.11% | +86.4% |
| Q1 2023 | $1,348,814 | +43806.7% | 13,563 | -54.2% | 0.06% | -28.0% |
| Q4 2022 | $3,072 | -99.9% | 29,600 | -50.2% | 0.08% | -46.8% |
| Q3 2022 | $5,915,000 | +134.8% | 59,425 | +135.4% | 0.15% | +94.9% |
| Q2 2022 | $2,519,000 | -52.8% | 25,247 | -52.9% | 0.08% | +17.9% |
| Q1 2022 | $5,339,000 | +533800.0% | 53,622 | +536120.0% | 0.07% | – |
| Q4 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 10 | -47.4% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -96.9% | 19 | -97.0% | 0.00% | -100.0% |
| Q3 2016 | $65,000 | +1.6% | 642 | 0.0% | 0.00% | -25.0% |
| Q2 2016 | $64,000 | – | 642 | – | 0.00% | – |
Download | ||||||
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% |