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 | $4,216,281 | +6.3% | 44,978 | +6.3% | 1.23% | +10.0% |
| Q2 2023 | $3,964,866 | -4.6% | 42,296 | -3.5% | 1.12% | -11.7% |
| Q1 2023 | $4,157,179 | +12.4% | 43,813 | +11.6% | 1.27% | +1.9% |
| Q4 2022 | $3,700,083 | -1.3% | 39,254 | -0.9% | 1.24% | -7.4% |
| Q3 2022 | $3,750,000 | -6.9% | 39,591 | -5.6% | 1.34% | -2.3% |
| Q2 2022 | $4,027,000 | -11.8% | 41,935 | -10.4% | 1.38% | +8.4% |
| Q1 2022 | $4,566,000 | -53.2% | 46,820 | -51.8% | 1.27% | -48.9% |
| Q4 2021 | $9,766,000 | +2.0% | 97,090 | +3.2% | 2.48% | -3.8% |
| Q3 2021 | $9,576,000 | +28.5% | 94,046 | +28.4% | 2.58% | +29.4% |
| Q2 2021 | $7,453,000 | +24.3% | 73,273 | +24.6% | 1.99% | +19.5% |
| Q1 2021 | $5,994,000 | -14.2% | 58,807 | -14.1% | 1.67% | -23.2% |
| Q4 2020 | $6,984,000 | -23.0% | 68,439 | -22.9% | 2.17% | -33.4% |
| Q3 2020 | $9,071,000 | +1058.5% | 88,775 | +1056.1% | 3.26% | +1028.4% |
| Q2 2020 | $783,000 | -3.7% | 7,679 | -6.5% | 0.29% | -30.5% |
| Q1 2020 | $813,000 | -14.8% | 8,210 | -14.1% | 0.42% | +40.5% |
| Q4 2019 | $954,000 | – | 9,555 | – | 0.30% | – |
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% |