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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,064 | -96.9% | 2,108 | -96.7% | 0.00% | -95.9% |
| Q4 2021 | $6,520,000 | +3080.5% | 64,816 | +3131.1% | 0.05% | +2350.0% |
| Q4 2020 | $205,000 | -4.7% | 2,006 | -4.5% | 0.00% | -33.3% |
| Q3 2020 | $215,000 | +338.8% | 2,100 | +333.0% | 0.00% | +200.0% |
| Q2 2020 | $49,000 | -94.6% | 485 | -94.7% | 0.00% | -92.9% |
| Q4 2019 | $907,000 | -14.6% | 9,090 | -14.2% | 0.01% | -17.6% |
| Q3 2019 | $1,062,000 | +16.2% | 10,592 | +16.2% | 0.02% | 0.0% |
| Q2 2019 | $914,000 | +38.1% | 9,117 | +37.4% | 0.02% | +30.8% |
| Q1 2019 | $662,000 | -2.6% | 6,635 | -3.6% | 0.01% | -18.8% |
| Q4 2018 | $680,000 | -4.0% | 6,885 | -3.1% | 0.02% | +6.7% |
| Q3 2018 | $708,000 | +72.7% | 7,108 | +73.1% | 0.02% | -6.2% |
| Q1 2018 | $410,000 | +50.7% | 4,106 | +52.8% | 0.02% | +128.6% |
| Q3 2017 | $272,000 | +0.4% | 2,688 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $271,000 | +7.1% | 2,688 | +7.0% | 0.01% | 0.0% |
| Q1 2017 | $253,000 | – | 2,511 | – | 0.01% | – |
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% |