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 | $3,317,636 | +1.8% | 35,392 | +1.8% | 1.48% | +6.4% |
| Q2 2023 | $3,258,246 | -7.1% | 34,758 | -5.9% | 1.40% | -6.8% |
| Q1 2023 | $3,506,008 | +3.5% | 36,950 | +2.8% | 1.50% | -2.5% |
| Q4 2022 | $3,388,300 | +1.8% | 35,946 | +2.3% | 1.54% | -9.0% |
| Q3 2022 | $3,327,000 | -2.1% | 35,132 | -0.7% | 1.69% | +35.1% |
| Q2 2022 | $3,398,000 | +43.4% | 35,387 | +45.7% | 1.25% | -51.5% |
| Q1 2022 | $2,369,000 | +0.8% | 24,294 | +4.0% | 2.58% | +47.9% |
| Q4 2021 | $2,350,000 | +3.6% | 23,358 | +4.9% | 1.74% | -3.6% |
| Q3 2021 | $2,268,000 | +0.4% | 22,274 | +0.3% | 1.81% | -10.1% |
| Q2 2021 | $2,259,000 | +2654.9% | 22,210 | +2645.4% | 2.01% | +2265.9% |
| Q1 2021 | $82,000 | – | 809 | – | 0.08% | – |
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% |