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 | $9,880,158 | +39.1% | 105,378 | +39.1% | 0.02% | +15.4% |
Q2 2023 | $7,104,254 | -84.5% | 75,737 | -84.3% | 0.01% | -84.9% |
Q1 2023 | $45,708,240 | +2.0% | 481,655 | +1.3% | 0.09% | -5.5% |
Q4 2022 | $44,831,831 | -9.3% | 475,508 | -8.8% | 0.09% | -19.5% |
Q3 2022 | $49,404,000 | -25.1% | 521,551 | -24.1% | 0.11% | -22.1% |
Q2 2022 | $65,977,000 | +47.3% | 687,010 | +43.9% | 0.14% | +66.7% |
Q1 2022 | $44,800,000 | -23.7% | 477,484 | -18.2% | 0.09% | -21.6% |
Q4 2021 | $58,698,000 | -1.6% | 583,507 | -0.4% | 0.11% | -10.5% |
Q3 2021 | $59,623,000 | +0.8% | 585,575 | +0.7% | 0.12% | -3.1% |
Q2 2021 | $59,130,000 | -1.2% | 581,436 | -1.0% | 0.13% | -11.1% |
Q1 2021 | $59,873,000 | +12.9% | 587,159 | +13.0% | 0.14% | +1.4% |
Q4 2020 | $53,041,000 | +0.1% | 519,752 | +0.2% | 0.14% | -10.7% |
Q3 2020 | $52,990,000 | -11.8% | 518,588 | -12.0% | 0.16% | -21.3% |
Q2 2020 | $60,067,000 | -22.8% | 589,229 | -25.6% | 0.20% | -36.5% |
Q1 2020 | $77,768,000 | – | 791,708 | – | 0.32% | – |
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% |