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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,890 | -19.7% | 4,778 | -19.3% | 0.10% | -26.1% |
| Q2 2023 | $558,020 | 0.0% | 5,920 | 0.0% | 0.13% | -0.7% |
| Q1 2023 | $558,020 | +0.0% | 5,920 | 0.0% | 0.14% | 0.0% |
| Q4 2022 | $558,019 | -18.9% | 5,920 | -19.3% | 0.14% | -23.7% |
| Q3 2022 | $688,000 | -26.1% | 7,334 | -24.5% | 0.18% | -24.0% |
| Q2 2022 | $931,000 | -12.6% | 9,713 | -11.1% | 0.23% | -4.9% |
| Q1 2022 | $1,065,000 | +1.5% | 10,922 | +4.7% | 0.24% | -2.4% |
| Q4 2021 | $1,049,000 | +28.6% | 10,428 | +30.1% | 0.25% | +16.7% |
| Q3 2021 | $816,000 | -18.8% | 8,015 | -18.9% | 0.22% | -18.6% |
| Q2 2021 | $1,005,000 | -5.3% | 9,885 | -5.0% | 0.26% | -13.7% |
| Q1 2021 | $1,061,000 | -0.5% | 10,405 | -0.4% | 0.31% | -9.7% |
| Q4 2020 | $1,066,000 | – | 10,445 | – | 0.34% | – |
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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% |