PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 155 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,843 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q2 2023 | $9,843 | -1.2% | 105 | 0.0% | 0.00% | – |
| Q1 2023 | $9,963 | -50.2% | 105 | -47.5% | 0.00% | – |
| Q4 2020 | $20,000 | -44.4% | 200 | -42.9% | 0.00% | – |
| Q3 2020 | $36,000 | -78.4% | 350 | -78.7% | 0.00% | – |
| Q2 2020 | $167,000 | +3.1% | 1,643 | +0.4% | 0.00% | – |
| Q1 2020 | $162,000 | -20.2% | 1,636 | -19.6% | 0.00% | – |
| Q4 2019 | $203,000 | -17.8% | 2,035 | -17.4% | 0.00% | – |
| Q3 2019 | $247,000 | +0.4% | 2,465 | +0.4% | 0.00% | – |
| Q2 2019 | $246,000 | +0.8% | 2,456 | +0.4% | 0.00% | – |
| Q1 2019 | $244,000 | +1.2% | 2,447 | +0.2% | 0.00% | – |
| Q4 2018 | $241,000 | +205.1% | 2,442 | +208.3% | 0.00% | – |
| Q3 2018 | $79,000 | +132.4% | 792 | +131.6% | 0.00% | – |
| Q2 2018 | $34,000 | 0.0% | 342 | 0.0% | 0.00% | – |
| Q1 2018 | $34,000 | – | 342 | – | 0.00% | – |
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% |