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 | $1,385 | -79.1% | 14,773 | -78.9% | 0.10% | -39.8% |
| Q2 2023 | $6,638 | +72.5% | 70,109 | +72.9% | 0.17% | -12.6% |
| Q1 2023 | $3,848 | -0.3% | 40,554 | -1.0% | 0.19% | -10.8% |
| Q4 2022 | $3,861 | -99.9% | 40,963 | -12.1% | 0.21% | -19.6% |
| Q3 2022 | $4,413,000 | +25.0% | 46,592 | +26.8% | 0.26% | +38.7% |
| Q2 2022 | $3,529,000 | +1.3% | 36,754 | +2.8% | 0.19% | +5.5% |
| Q1 2022 | $3,485,000 | +56.3% | 35,738 | +61.3% | 0.18% | +64.5% |
| Q4 2021 | $2,229,000 | -20.0% | 22,157 | -13.2% | 0.11% | -32.9% |
| Q3 2021 | $2,786,000 | +2.0% | 25,534 | -4.9% | 0.16% | -3.0% |
| Q2 2021 | $2,732,000 | -4.7% | 26,862 | -4.4% | 0.17% | -22.1% |
| Q1 2021 | $2,867,000 | +22.3% | 28,112 | +22.4% | 0.22% | +11.9% |
| Q4 2020 | $2,344,000 | -1.7% | 22,972 | -1.6% | 0.19% | -41.4% |
| Q3 2020 | $2,385,000 | +0.9% | 23,340 | +0.7% | 0.33% | -9.8% |
| Q2 2020 | $2,363,000 | +35.7% | 23,185 | +31.8% | 0.37% | +10.2% |
| Q1 2020 | $1,741,000 | – | 17,588 | – | 0.33% | – |
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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% |