PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 144 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $308,000 | -1.6% | 3,210 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $313,000 | -3.1% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $323,000 | +17.0% | 3,210 | +18.2% | 0.01% | 0.0% |
| Q3 2021 | $276,000 | -1.8% | 2,716 | -1.8% | 0.01% | +7.7% |
| Q2 2021 | $281,000 | -4.4% | 2,767 | -4.1% | 0.01% | -7.1% |
| Q1 2021 | $294,000 | -82.7% | 2,884 | -83.0% | 0.01% | -87.6% |
| Q3 2019 | $1,701,000 | +7.8% | 16,951 | +7.6% | 0.11% | +8.7% |
| Q2 2019 | $1,578,000 | +6.3% | 15,750 | +5.8% | 0.10% | -7.1% |
| Q1 2019 | $1,485,000 | +7.1% | 14,887 | +6.0% | 0.11% | -8.9% |
| Q4 2018 | $1,387,000 | +24.7% | 14,039 | +25.9% | 0.12% | +17.1% |
| Q2 2018 | $1,112,000 | -78.7% | 11,155 | -78.5% | 0.10% | -80.3% |
| Q4 2017 | $5,211,000 | – | 51,934 | – | 0.53% | – |
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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% |