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 | $206,603 | -25.1% | 2,204 | -25.1% | 0.14% | -22.3% |
| Q2 2023 | $275,973 | -28.9% | 2,944 | -28.0% | 0.18% | -31.4% |
| Q1 2023 | $388,175 | -31.7% | 4,091 | -32.0% | 0.26% | -35.1% |
| Q4 2022 | $568,735 | -16.1% | 6,019 | -16.0% | 0.39% | -23.7% |
| Q3 2022 | $678,000 | -10.0% | 7,164 | -8.7% | 0.52% | -1.9% |
| Q2 2022 | $753,000 | -21.7% | 7,846 | -20.5% | 0.52% | -9.0% |
| Q1 2022 | $962,000 | -30.3% | 9,863 | -28.1% | 0.58% | -27.5% |
| Q4 2021 | $1,381,000 | +5.7% | 13,718 | +6.9% | 0.80% | -2.5% |
| Q3 2021 | $1,306,000 | -12.2% | 12,831 | -12.2% | 0.82% | -12.5% |
| Q2 2021 | $1,487,000 | -26.6% | 14,620 | -26.3% | 0.93% | -31.0% |
| Q1 2021 | $2,025,000 | -36.8% | 19,827 | -36.8% | 1.35% | -41.9% |
| Q4 2020 | $3,206,000 | -6.7% | 31,372 | -6.7% | 2.33% | -21.7% |
| Q3 2020 | $3,436,000 | -3.7% | 33,625 | -3.9% | 2.97% | -7.8% |
| Q2 2020 | $3,567,000 | -0.5% | 34,996 | -3.4% | 3.22% | -14.9% |
| Q1 2020 | $3,586,000 | +5.3% | 36,226 | +6.6% | 3.79% | +30.1% |
| Q4 2019 | $3,404,000 | – | 33,999 | – | 2.91% | – |
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% |