PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 158 filers reported holding PIMCO ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $271,570 | -73.8% | 2,881 | -73.6% | 0.04% | -76.1% |
| Q3 2022 | $1,035,000 | -3.0% | 10,932 | -1.6% | 0.16% | +1.2% |
| Q2 2022 | $1,067,000 | +5.6% | 11,108 | +7.3% | 0.16% | +17.5% |
| Q1 2022 | $1,010,000 | -12.7% | 10,356 | -9.9% | 0.14% | -11.6% |
| Q4 2021 | $1,157,000 | -11.8% | 11,498 | -10.8% | 0.16% | -20.5% |
| Q3 2021 | $1,312,000 | -17.3% | 12,890 | -19.2% | 0.20% | -65.2% |
| Q1 2020 | $1,587,000 | -53.9% | 15,950 | -54.2% | 0.56% | -66.6% |
| Q4 2018 | $3,442,000 | +143.9% | 34,851 | +146.2% | 1.68% | +322.4% |
| Q3 2018 | $1,411,000 | -0.7% | 14,155 | -0.7% | 0.40% | -9.3% |
| Q2 2018 | $1,421,000 | – | 14,253 | – | 0.44% | – |
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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% |