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 ↓ |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 243,448 | $24,844,000 | 12.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,427 | $13,106,000 | 5.99% |
| Kathmere Capital Management, LLC | 168,605 | $17,206,000 | 3.70% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 31,372 | $3,206,000 | 2.33% |
| HOWLAND CAPITAL MANAGEMENT LLC | 384,997 | $39,289,000 | 2.31% |
| FIRST NATIONAL CORP /MA/ /ADV | 79,954 | $8,159,000 | 2.22% |
| SkyOak Wealth, LLC | 68,439 | $6,984,000 | 2.17% |
| GREATMARK INVESTMENT PARTNERS, INC. | 67,341 | $6,872,000 | 1.49% |
| B. Riley Wealth Management, Inc. | 91,326 | $9,319,000 | 1.20% |
| AlphaStar Capital Management, LLC | 64,969 | $6,638,000 | 1.13% |