PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 144 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $270 | -29.3% | 2,850 | -29.6% | 0.20% | -15.4% |
| Q4 2022 | $382 | -99.9% | 4,050 | 0.0% | 0.24% | +1.3% |
| Q3 2022 | $383,000 | -1.5% | 4,050 | 0.0% | 0.24% | +3.9% |
| Q2 2022 | $389,000 | -1.5% | 4,050 | 0.0% | 0.23% | +21.3% |
| Q1 2022 | $395,000 | -2.9% | 4,050 | 0.0% | 0.19% | +2.7% |
| Q4 2021 | $407,000 | -20.8% | 4,050 | -19.8% | 0.18% | -23.1% |
| Q3 2021 | $514,000 | 0.0% | 5,050 | 0.0% | 0.24% | -5.2% |
| Q2 2021 | $514,000 | -0.2% | 5,050 | 0.0% | 0.25% | -12.2% |
| Q1 2021 | $515,000 | 0.0% | 5,050 | 0.0% | 0.29% | -8.3% |
| Q4 2020 | $515,000 | -0.2% | 5,050 | 0.0% | 0.31% | -13.6% |
| Q3 2020 | $516,000 | +0.2% | 5,050 | 0.0% | 0.36% | -8.6% |
| Q2 2020 | $515,000 | +3.0% | 5,050 | 0.0% | 0.40% | +8.2% |
| Q1 2020 | $500,000 | – | 5,050 | – | 0.36% | – |
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% |