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 | $6,306,768 | +1.0% | 67,279 | +1.0% | 0.11% | +3.7% |
| Q2 2023 | $6,241,603 | +127305.7% | 66,583 | +28.9% | 0.11% | +5.9% |
| Q1 2023 | $4,899 | +7.1% | 51,635 | +6.4% | 0.10% | -18.5% |
| Q4 2022 | $4,576 | -99.9% | 48,545 | -8.9% | 0.12% | -23.0% |
| Q3 2022 | $5,049,000 | +11.5% | 53,305 | +13.1% | 0.16% | +14.2% |
| Q2 2022 | $4,527,000 | +1243.3% | 47,148 | +1263.4% | 0.14% | +1310.0% |
| Q1 2022 | $337,000 | – | 3,458 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Connor Financial Group LLC | 161,473 | $15,136,678 | 10.44% |
| Elwood & Goetz Wealth Advisory Group, LLC | 454,149 | $42,572,384 | 9.70% |
| Antonetti Capital Management LLC | 68,211 | $6,394,186 | 9.21% |
| ACCESS FINANCIAL SERVICES, INC. | 162,601 | $15,242,381 | 8.89% |
| AIFG Consultants Ltd. | 110,888 | $10,394,764 | 8.34% |
| TOBIAS FINANCIAL ADVISORS, INC. | 235,814 | $22,105,412 | 5.96% |
| Treasure Coast Financial Planning | 93,575 | $8,771,771 | 5.93% |
| Lionsbridge Wealth Management LLC | 55,087 | $5,163,911 | 4.61% |
| Smart Portfolios, LLC | 24,078 | $2,257,067 | 3.96% |
| Precision Wealth Strategies, LLC | 25,751 | $2,413,934 | 3.95% |