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 | $685 | -80.4% | 7,303 | -80.5% | 0.00% | -78.6% |
| Q2 2023 | $3,502 | +326.6% | 37,358 | +331.6% | 0.01% | +250.0% |
| Q1 2023 | $821 | -1.7% | 8,655 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $835 | -99.9% | 8,856 | -4.7% | 0.00% | -20.0% |
| Q3 2022 | $880,000 | -10.5% | 9,296 | -9.2% | 0.01% | -16.7% |
| Q2 2022 | $983,000 | +33.0% | 10,233 | +35.0% | 0.01% | +50.0% |
| Q1 2022 | $739,000 | +1.2% | 7,581 | +4.5% | 0.00% | -20.0% |
| Q4 2021 | $730,000 | +0.6% | 7,253 | +1.8% | 0.01% | 0.0% |
| Q3 2021 | $726,000 | -11.1% | 7,125 | -11.3% | 0.01% | -16.7% |
| Q2 2021 | $817,000 | +16.5% | 8,029 | +16.8% | 0.01% | 0.0% |
| Q1 2021 | $701,000 | – | 6,872 | – | 0.01% | – |
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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% |