PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 126 filers reported holding PIMCO ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,062 | -2.8% | 5,324 | -2.8% | 0.08% | +13.6% |
| Q2 2023 | $513,574 | -1.3% | 5,479 | -0.1% | 0.07% | -2.9% |
| Q1 2023 | $520,444 | +0.7% | 5,485 | 0.0% | 0.07% | -5.6% |
| Q4 2022 | $517,016 | -7.8% | 5,485 | -7.4% | 0.07% | -20.0% |
| Q3 2022 | $561,000 | -1.4% | 5,922 | 0.0% | 0.09% | +3.4% |
| Q2 2022 | $569,000 | -18.2% | 5,922 | -17.1% | 0.09% | -7.4% |
| Q1 2022 | $696,000 | +15.0% | 7,140 | +18.7% | 0.09% | +17.5% |
| Q4 2021 | $605,000 | +110.8% | 6,015 | +112.8% | 0.08% | +105.1% |
| Q3 2021 | $287,000 | – | 2,827 | – | 0.04% | – |
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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% |