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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $741,000 | -50.1% | 7,713 | -49.4% | 0.07% | -43.3% |
| Q1 2022 | $1,486,000 | -81.2% | 15,233 | -80.6% | 0.12% | -81.0% |
| Q4 2021 | $7,909,000 | -2.8% | 78,713 | -2.0% | 0.63% | +13.9% |
| Q3 2021 | $8,136,000 | +12.5% | 80,286 | +12.9% | 0.55% | -40.2% |
| Q2 2021 | $7,230,000 | -3.0% | 71,087 | -2.7% | 0.93% | -20.0% |
| Q1 2021 | $7,453,000 | +12.3% | 73,095 | +12.5% | 1.16% | +2.8% |
| Q4 2020 | $6,638,000 | +7.5% | 64,969 | +7.4% | 1.13% | -8.8% |
| Q3 2020 | $6,173,000 | +30.7% | 60,470 | +30.6% | 1.24% | +22.4% |
| Q2 2020 | $4,722,000 | +7.0% | 46,302 | +4.4% | 1.01% | -3.0% |
| Q1 2020 | $4,412,000 | +42.6% | 44,349 | +43.1% | 1.04% | +55.0% |
| Q4 2019 | $3,093,000 | +0.7% | 30,995 | +1.3% | 0.67% | -8.3% |
| Q3 2019 | $3,070,000 | – | 30,595 | – | 0.73% | – |
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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% |