PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 154 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,761 | +0.1% | 2,955 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $275,613 | -1.4% | 2,955 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $279,425 | -50.1% | 2,955 | -50.3% | 0.00% | -50.0% |
| Q4 2022 | $560,113 | -20.1% | 5,946 | -19.8% | 0.01% | -25.0% |
| Q3 2022 | $700,784 | +13.9% | 7,411 | +15.7% | 0.01% | +14.3% |
| Q2 2022 | $615,104 | +53.1% | 6,406 | +55.0% | 0.01% | +75.0% |
| Q1 2022 | $401,810 | -3.5% | 4,133 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $416,441 | – | 4,133 | – | 0.00% | – |
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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% |