PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 109 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $238,000 | -13.5% | 2,477 | -12.3% | 0.01% | -12.5% |
| Q1 2022 | $275,000 | -68.5% | 2,823 | -67.5% | 0.01% | -77.8% |
| Q4 2021 | $873,000 | +14.3% | 8,677 | +15.7% | 0.04% | +16.1% |
| Q3 2021 | $764,000 | +31.0% | 7,501 | +30.9% | 0.03% | +55.0% |
| Q2 2021 | $583,000 | +181.6% | 5,732 | +182.2% | 0.02% | +66.7% |
| Q1 2021 | $207,000 | – | 2,031 | – | 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% |