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 | $87,553 | -56.2% | 934 | -56.2% | 0.00% | -50.0% |
| Q2 2023 | $199,762 | -1.2% | 2,131 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $202,200 | -44.9% | 2,131 | -45.3% | 0.01% | -56.2% |
| Q4 2022 | $367,231 | -39.4% | 3,895 | -39.1% | 0.02% | -42.9% |
| Q3 2022 | $606,000 | -10.4% | 6,398 | -9.1% | 0.03% | -9.7% |
| Q2 2022 | $676,000 | -10.0% | 7,041 | -8.5% | 0.03% | +3.3% |
| Q1 2022 | $751,000 | -3.2% | 7,691 | -0.3% | 0.03% | +3.4% |
| Q4 2021 | $776,000 | -15.8% | 7,711 | -14.8% | 0.03% | -21.6% |
| Q3 2021 | $922,000 | -52.7% | 9,054 | -52.8% | 0.04% | -55.4% |
| Q2 2021 | $1,950,000 | -18.3% | 19,173 | -18.1% | 0.08% | -26.5% |
| Q1 2021 | $2,388,000 | -0.7% | 23,415 | -0.7% | 0.11% | -13.7% |
| Q4 2020 | $2,406,000 | -0.1% | 23,581 | +0.0% | 0.13% | -12.1% |
| Q3 2020 | $2,409,000 | +1.6% | 23,575 | +1.4% | 0.15% | -3.9% |
| Q2 2020 | $2,371,000 | -0.8% | 23,260 | -3.7% | 0.16% | -20.1% |
| Q1 2020 | $2,391,000 | +13.9% | 24,151 | +14.8% | 0.19% | +23.6% |
| Q4 2019 | $2,099,000 | +4.6% | 21,032 | +5.2% | 0.16% | -8.7% |
| Q3 2019 | $2,006,000 | +9.9% | 19,988 | +9.8% | 0.17% | -3.4% |
| Q2 2019 | $1,825,000 | – | 18,209 | – | 0.18% | – |
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% |