PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 141 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,959 | -22.2% | 9,568 | -22.2% | 0.09% | -20.4% |
| Q2 2023 | $1,152,368 | -13.6% | 12,293 | -12.6% | 0.11% | -19.3% |
| Q1 2023 | $1,334,090 | +0.7% | 14,060 | +0.1% | 0.14% | -6.0% |
| Q4 2022 | $1,324,308 | +28.8% | 14,049 | +29.4% | 0.15% | 0.0% |
| Q3 2022 | $1,028,000 | +27.1% | 10,858 | +28.8% | 0.15% | +36.7% |
| Q2 2022 | $809,000 | +15.1% | 8,429 | +16.9% | 0.11% | +29.8% |
| Q1 2022 | $703,000 | +18.5% | 7,209 | +22.2% | 0.08% | +7.7% |
| Q4 2021 | $593,000 | +61.1% | 5,899 | +63.3% | 0.08% | +39.3% |
| Q3 2021 | $368,000 | +60.7% | 3,612 | +60.7% | 0.06% | +47.4% |
| Q2 2021 | $229,000 | – | 2,248 | – | 0.04% | – |
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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% |