PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 145 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,645 | -0.1% | 5,373 | -0.1% | 0.13% | +9.2% |
| Q2 2023 | $504,166 | -25.3% | 5,378 | -24.4% | 0.12% | -30.6% |
| Q1 2023 | $674,927 | +4.0% | 7,113 | +3.3% | 0.17% | -5.5% |
| Q4 2022 | $649,113 | -14.4% | 6,886 | -14.0% | 0.18% | -25.0% |
| Q3 2022 | $758,601 | -3.9% | 8,010 | -2.5% | 0.24% | -1.2% |
| Q2 2022 | $789,000 | -1.5% | 8,215 | +0.1% | 0.25% | +18.8% |
| Q1 2022 | $801,000 | -2.9% | 8,208 | +0.0% | 0.21% | -1.4% |
| Q4 2021 | $825,000 | +11.5% | 8,204 | +12.9% | 0.21% | -5.0% |
| Q3 2021 | $740,000 | -0.3% | 7,265 | -0.4% | 0.22% | +3.7% |
| Q2 2021 | $742,000 | -0.3% | 7,291 | -0.1% | 0.21% | -17.1% |
| Q1 2021 | $744,000 | -60.9% | 7,299 | -60.8% | 0.26% | -61.7% |
| Q4 2020 | $1,901,000 | +1.9% | 18,632 | +2.1% | 0.67% | -8.1% |
| Q3 2020 | $1,865,000 | – | 18,247 | – | 0.73% | – |
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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% |