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 | $6,241,343 | +7.5% | 66,581 | +7.5% | 0.48% | -9.6% |
| Q2 2023 | $5,804,719 | -18.9% | 61,923 | -17.9% | 0.53% | +16.7% |
| Q1 2023 | $7,159,514 | -10.5% | 75,455 | -11.1% | 0.46% | -43.2% |
| Q4 2022 | $8,003,892 | -50.3% | 84,913 | -13.5% | 0.80% | +28.4% |
| Q3 2022 | $16,109,000 | +255.0% | 98,138 | +107.6% | 0.62% | -0.3% |
| Q2 2022 | $4,538,000 | -1.3% | 47,265 | +0.3% | 0.63% | +26.7% |
| Q1 2022 | $4,597,000 | +2.1% | 47,136 | +5.3% | 0.49% | +5.8% |
| Q4 2021 | $4,502,000 | -0.8% | 44,756 | -0.1% | 0.47% | -18.9% |
| Q3 2021 | $4,539,000 | – | 44,797 | – | 0.58% | – |
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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% |