PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 110 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,152,000 | -56.4% | 12,000 | -55.7% | 0.16% | -50.2% |
| Q1 2022 | $2,643,000 | -5.6% | 27,100 | -2.7% | 0.31% | +2.3% |
| Q4 2021 | $2,801,000 | +20.4% | 27,850 | +21.9% | 0.31% | +32.5% |
| Q3 2021 | $2,327,000 | +0.1% | 22,850 | 0.0% | 0.23% | -10.8% |
| Q2 2021 | $2,324,000 | -0.3% | 22,850 | 0.0% | 0.26% | -1.1% |
| Q1 2021 | $2,330,000 | +3.8% | 22,850 | +3.9% | 0.26% | -19.6% |
| Q4 2020 | $2,245,000 | +119.7% | 22,000 | +120.0% | 0.33% | +147.0% |
| Q3 2020 | $1,022,000 | – | 10,000 | – | 0.13% | – |
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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% |