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 | $23,933,858 | +8.3% | 255,322 | +8.3% | 6.28% | +5.4% |
| Q2 2023 | $22,105,412 | +0.5% | 235,814 | +1.8% | 5.96% | -7.7% |
| Q1 2023 | $21,989,785 | +7.9% | 231,752 | +7.2% | 6.45% | -3.6% |
| Q4 2022 | $20,378,950 | +9.9% | 216,199 | +10.5% | 6.70% | +2.4% |
| Q3 2022 | $18,538,000 | +67.8% | 195,732 | +70.1% | 6.54% | +76.2% |
| Q2 2022 | $11,050,000 | -47.8% | 115,075 | -47.0% | 3.71% | -49.2% |
| Q1 2022 | $21,178,000 | +1.4% | 217,139 | +5.8% | 7.31% | -6.5% |
| Q3 2021 | $20,892,000 | +20.7% | 205,189 | +20.5% | 7.81% | +14.0% |
| Q2 2021 | $17,315,000 | +6.6% | 170,236 | +6.9% | 6.86% | -0.5% |
| Q1 2021 | $16,243,000 | +23.9% | 159,287 | +24.0% | 6.89% | +15.0% |
| Q4 2020 | $13,106,000 | – | 128,427 | – | 5.99% | – |
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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% |