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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $886,790 | -1.2% | 9,460 | 0.0% | 0.04% | -8.5% |
| Q1 2023 | $897,612 | +82023.7% | 9,460 | -18.4% | 0.05% | -17.5% |
| Q4 2022 | $1,093 | -99.9% | 11,597 | -24.6% | 0.06% | -32.9% |
| Q3 2022 | $1,456,000 | -78.3% | 15,375 | -78.0% | 0.08% | -76.0% |
| Q2 2022 | $6,715,000 | -44.1% | 69,932 | -43.3% | 0.35% | -40.3% |
| Q1 2022 | $12,020,000 | +6.9% | 123,248 | +10.3% | 0.59% | +11.0% |
| Q4 2021 | $11,242,000 | +3.1% | 111,764 | +4.4% | 0.53% | -9.3% |
| Q3 2021 | $10,901,000 | +68.2% | 107,060 | +68.0% | 0.59% | +52.2% |
| Q2 2021 | $6,482,000 | +42.1% | 63,730 | +42.4% | 0.39% | +19.4% |
| Q1 2021 | $4,563,000 | +75.6% | 44,747 | +75.7% | 0.32% | +43.4% |
| Q4 2020 | $2,599,000 | +15.8% | 25,465 | +15.9% | 0.23% | -1.3% |
| Q3 2020 | $2,244,000 | -2.6% | 21,965 | -2.8% | 0.23% | -10.5% |
| Q2 2020 | $2,304,000 | +15.8% | 22,597 | +12.5% | 0.26% | -5.2% |
| Q1 2020 | $1,989,000 | +2.1% | 20,092 | +2.9% | 0.27% | +18.4% |
| Q4 2019 | $1,948,000 | -4.0% | 19,517 | -3.5% | 0.23% | -14.9% |
| Q3 2019 | $2,029,000 | -40.5% | 20,216 | -40.6% | 0.27% | -46.7% |
| Q2 2019 | $3,411,000 | +324.8% | 34,038 | +322.8% | 0.50% | +278.2% |
| Q1 2019 | $803,000 | – | 8,050 | – | 0.13% | – |
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% |