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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516 | -25.6% | 5,506 | -25.7% | 0.00% | -33.3% |
| Q2 2023 | $694 | -12.0% | 7,408 | -10.9% | 0.00% | -25.0% |
| Q1 2023 | $789 | -72.3% | 8,314 | -72.5% | 0.00% | -73.3% |
| Q4 2022 | $2,849 | -99.7% | 30,224 | +172.0% | 0.02% | +150.0% |
| Q3 2022 | $1,052,000 | -8.1% | 11,111 | -6.8% | 0.01% | 0.0% |
| Q2 2022 | $1,145,000 | -3.2% | 11,925 | -1.7% | 0.01% | +20.0% |
| Q1 2022 | $1,183,000 | -45.2% | 12,134 | -43.5% | 0.01% | -50.0% |
| Q4 2021 | $2,159,000 | -42.6% | 21,461 | -41.9% | 0.01% | -47.4% |
| Q3 2021 | $3,763,000 | +71.2% | 36,955 | +71.0% | 0.02% | +72.7% |
| Q2 2021 | $2,198,000 | -35.8% | 21,614 | -35.6% | 0.01% | -42.1% |
| Q1 2021 | $3,422,000 | +16.8% | 33,558 | +16.8% | 0.02% | +11.8% |
| Q4 2020 | $2,931,000 | -41.6% | 28,719 | -41.6% | 0.02% | -50.0% |
| Q3 2020 | $5,022,000 | -13.5% | 49,146 | -13.7% | 0.03% | -22.7% |
| Q2 2020 | $5,803,000 | +0.1% | 56,927 | -2.8% | 0.04% | -21.4% |
| Q1 2020 | $5,797,000 | +23.3% | 58,556 | +24.3% | 0.06% | +55.6% |
| Q4 2019 | $4,702,000 | +12.4% | 47,111 | +13.0% | 0.04% | -2.7% |
| Q3 2019 | $4,185,000 | +2.1% | 41,708 | +2.0% | 0.04% | -2.6% |
| Q2 2019 | $4,100,000 | +3.9% | 40,907 | +3.4% | 0.04% | 0.0% |
| Q1 2019 | $3,946,000 | -49.2% | 39,564 | -49.7% | 0.04% | -55.8% |
| Q4 2018 | $7,767,000 | – | 78,644 | – | 0.09% | – |
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% |