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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067 | +3.9% | 11,381 | +4.0% | 0.12% | +9.0% |
| Q2 2023 | $1,027 | +14.1% | 10,943 | +15.2% | 0.11% | +5.7% |
| Q1 2023 | $900 | +139.4% | 9,496 | +137.5% | 0.10% | +162.5% |
| Q4 2022 | $376 | -99.9% | 3,998 | +12.6% | 0.04% | +8.1% |
| Q3 2022 | $336,000 | +75.9% | 3,550 | +78.4% | 0.04% | +42.3% |
| Q2 2022 | $191,000 | +124.7% | 1,990 | +129.0% | 0.03% | +271.4% |
| Q1 2022 | $85,000 | +10.4% | 869 | +13.4% | 0.01% | +16.7% |
| Q4 2021 | $77,000 | +5.5% | 766 | +6.4% | 0.01% | 0.0% |
| Q3 2021 | $73,000 | -70.9% | 720 | -70.9% | 0.01% | -81.2% |
| Q2 2021 | $251,000 | +195.3% | 2,477 | +196.6% | 0.03% | +146.2% |
| Q1 2021 | $85,000 | – | 835 | – | 0.01% | – |
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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% |