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 | $3,126,510 | +0.7% | 33,353 | +0.7% | 0.55% | +1.9% |
| Q2 2023 | $3,106,295 | -1.3% | 33,137 | -0.0% | 0.54% | -9.9% |
| Q1 2023 | $3,145,628 | +2.9% | 33,152 | +2.2% | 0.60% | -11.2% |
| Q4 2022 | $3,057,423 | +0.5% | 32,436 | +1.0% | 0.67% | +0.3% |
| Q3 2022 | $3,041,000 | -2.0% | 32,107 | -0.6% | 0.67% | +3.1% |
| Q2 2022 | $3,103,000 | +5.2% | 32,314 | +6.8% | 0.65% | +40.4% |
| Q1 2022 | $2,950,000 | -2.4% | 30,251 | +0.7% | 0.46% | +2.0% |
| Q4 2021 | $3,021,000 | – | 30,034 | – | 0.45% | – |
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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% |