PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 123 filers reported holding PIMCO ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $972,861 | -42.2% | 10,321 | -41.9% | 0.37% | -45.9% |
| Q3 2022 | $1,684,000 | +0.3% | 17,778 | +1.7% | 0.69% | +8.0% |
| Q2 2022 | $1,679,000 | -18.6% | 17,488 | -17.3% | 0.64% | -9.4% |
| Q1 2022 | $2,063,000 | -1.8% | 21,154 | +1.4% | 0.70% | -0.1% |
| Q4 2021 | $2,100,000 | -14.1% | 20,870 | -13.0% | 0.70% | -12.6% |
| Q3 2021 | $2,444,000 | +1.2% | 23,999 | +1.1% | 0.81% | +7.5% |
| Q2 2021 | $2,414,000 | -1.5% | 23,738 | -1.3% | 0.75% | -1.7% |
| Q1 2021 | $2,452,000 | +6.8% | 24,051 | +7.0% | 0.76% | +8.4% |
| Q4 2020 | $2,295,000 | -1.5% | 22,480 | -1.5% | 0.70% | -1.0% |
| Q3 2020 | $2,331,000 | -3.4% | 22,814 | -3.6% | 0.71% | +8.2% |
| Q2 2020 | $2,414,000 | +45.5% | 23,678 | +41.3% | 0.66% | +36.8% |
| Q1 2020 | $1,659,000 | +6.2% | 16,760 | +7.1% | 0.48% | +39.4% |
| Q4 2019 | $1,562,000 | – | 15,647 | – | 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% |