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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $74,295 | -12.7% | 783 | -13.3% | 0.00% | -20.0% |
| Q4 2022 | $85,116 | -69.4% | 903 | -69.3% | 0.01% | -73.7% |
| Q3 2022 | $278,000 | -48.6% | 2,939 | -47.8% | 0.02% | -47.2% |
| Q2 2022 | $541,000 | +74.0% | 5,635 | +76.5% | 0.04% | +89.5% |
| Q1 2022 | $311,000 | -0.6% | 3,192 | +2.5% | 0.02% | -5.0% |
| Q4 2021 | $313,000 | +87.4% | 3,113 | +87.2% | 0.02% | -39.4% |
| Q2 2019 | $167,000 | – | 1,663 | – | 0.03% | – |
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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% |