PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 123 filers reported holding PIMCO ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,242,094 | -0.7% | 23,918 | -0.7% | 4.03% | +1.6% |
| Q2 2023 | $2,257,067 | -1.7% | 24,078 | -0.5% | 3.96% | -2.2% |
| Q1 2023 | $2,297,026 | +0.7% | 24,209 | +0.0% | 4.05% | -11.1% |
| Q4 2022 | $2,281,714 | -3.6% | 24,207 | -2.1% | 4.56% | -4.7% |
| Q2 2022 | $2,366,000 | -9.9% | 24,724 | -8.2% | 4.78% | +15.0% |
| Q1 2022 | $2,626,000 | -9.5% | 26,924 | -6.7% | 4.16% | +88.4% |
| Q4 2021 | $2,902,000 | -0.3% | 28,845 | +0.9% | 2.21% | -4.9% |
| Q3 2021 | $2,910,000 | +4.5% | 28,579 | +4.3% | 2.32% | +8.3% |
| Q2 2021 | $2,786,000 | – | 27,396 | – | 2.14% | – |
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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% |