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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $464,000 | -13.6% | 4,565 | -13.3% | 0.09% | -13.5% |
| Q1 2021 | $537,000 | +7.6% | 5,265 | +7.7% | 0.10% | +5.1% |
| Q4 2020 | $499,000 | -7.4% | 4,890 | -7.3% | 0.10% | -16.1% |
| Q3 2020 | $539,000 | -4.3% | 5,275 | -4.5% | 0.12% | -11.9% |
| Q2 2020 | $563,000 | +42.9% | 5,525 | +39.0% | 0.13% | +17.5% |
| Q1 2020 | $394,000 | +64.2% | 3,975 | +65.6% | 0.11% | +100.0% |
| Q4 2019 | $240,000 | -34.1% | 2,400 | -33.8% | 0.06% | -37.4% |
| Q3 2019 | $364,000 | +0.3% | 3,625 | 0.0% | 0.09% | -1.1% |
| Q2 2019 | $363,000 | -1.1% | 3,625 | -1.4% | 0.09% | -6.1% |
| Q1 2019 | $367,000 | +63.1% | 3,675 | +61.5% | 0.10% | +40.0% |
| Q4 2018 | $225,000 | -0.9% | 2,275 | 0.0% | 0.07% | +18.6% |
| Q3 2018 | $227,000 | – | 2,275 | – | 0.06% | – |
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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% |