PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 110 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,188 | -52.0% | 4,621 | -52.0% | 0.00% | -50.0% |
| Q2 2023 | $901,555 | -2.7% | 9,618 | -1.6% | 0.01% | 0.0% |
| Q1 2023 | $926,956 | -1.5% | 9,770 | -2.1% | 0.01% | -11.1% |
| Q4 2022 | $940,877 | -60.4% | 9,982 | -60.2% | 0.01% | -80.9% |
| Q3 2022 | $2,375,000 | +28.0% | 25,080 | +29.8% | 0.05% | +56.7% |
| Q2 2022 | $1,856,000 | -4.4% | 19,326 | -2.9% | 0.03% | +7.1% |
| Q1 2022 | $1,941,000 | +0.7% | 19,904 | +3.9% | 0.03% | 0.0% |
| Q4 2021 | $1,927,000 | -10.3% | 19,158 | -9.2% | 0.03% | -17.6% |
| Q3 2021 | $2,149,000 | -3.7% | 21,109 | -3.8% | 0.03% | -5.6% |
| Q2 2021 | $2,231,000 | -3.8% | 21,940 | -3.5% | 0.04% | -21.7% |
| Q1 2021 | $2,319,000 | +26.0% | 22,746 | +26.2% | 0.05% | +27.8% |
| Q4 2020 | $1,840,000 | – | 18,026 | – | 0.04% | – |
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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% |