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 | $617,373 | +12.6% | 6,586 | +12.6% | 0.03% | +12.0% |
Q2 2023 | $548,385 | +1.0% | 5,850 | +2.3% | 0.02% | +8.7% |
Q1 2023 | $542,742 | +33.0% | 5,720 | +32.1% | 0.02% | +15.0% |
Q4 2022 | $408,146 | +15.0% | 4,330 | +15.5% | 0.02% | 0.0% |
Q3 2022 | $355,000 | +285.9% | 3,750 | +303.2% | 0.02% | +53.8% |
Q1 2020 | $92,000 | +1050.0% | 930 | +994.1% | 0.01% | +1200.0% |
Q4 2019 | $8,000 | -82.6% | 85 | -81.4% | 0.00% | -85.7% |
Q3 2019 | $46,000 | -50.0% | 458 | -49.9% | 0.01% | -53.3% |
Q2 2019 | $92,000 | -47.7% | 914 | -48.2% | 0.02% | -50.0% |
Q1 2019 | $176,000 | +144.4% | 1,763 | +140.8% | 0.03% | +114.3% |
Q4 2018 | $72,000 | +24.1% | 732 | +26.0% | 0.01% | +27.3% |
Q3 2018 | $58,000 | +1060.0% | 581 | +1062.0% | 0.01% | +1000.0% |
Q2 2018 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | -92.3% | 50 | -92.3% | 0.00% | -94.1% |
Q4 2017 | $65,000 | -19.8% | 650 | -18.8% | 0.02% | -29.2% |
Q3 2017 | $81,000 | – | 800 | – | 0.02% | – |
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% |