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 | $297,174 | +1.5% | 3,170 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $292,691 | -95.6% | 3,122 | -95.6% | 0.00% | -92.3% |
| Q1 2023 | $6,690,992 | -39.9% | 70,517 | -40.3% | 0.01% | -40.9% |
| Q4 2022 | $11,134,105 | +27.9% | 118,120 | +28.6% | 0.02% | +15.8% |
| Q3 2022 | $8,702,000 | +76.4% | 91,886 | +78.9% | 0.02% | +72.7% |
| Q2 2022 | $4,932,000 | +1549.5% | 51,368 | +1574.3% | 0.01% | +1000.0% |
| Q1 2022 | $299,000 | -9.9% | 3,068 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $332,000 | -2.6% | 3,298 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $341,000 | -37.9% | 3,344 | -38.0% | 0.00% | 0.0% |
| Q2 2021 | $549,000 | -3.5% | 5,391 | -3.3% | 0.00% | 0.0% |
| Q1 2021 | $569,000 | 0.0% | 5,576 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $569,000 | – | 5,575 | – | 0.00% | – |
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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% |