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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,355,853 | +280.0% | 14,334 | +278.7% | 1.49% | +268.0% |
| Q4 2022 | $356,774 | +41.6% | 3,785 | +44.2% | 0.41% | +40.0% |
| Q3 2022 | $252,000 | -69.1% | 2,625 | -68.6% | 0.29% | -63.6% |
| Q2 2022 | $815,000 | 0.0% | 8,353 | 0.0% | 0.80% | +17.8% |
| Q1 2022 | $815,000 | -12.5% | 8,353 | -9.7% | 0.68% | -9.3% |
| Q4 2021 | $931,000 | -19.6% | 9,249 | -18.7% | 0.74% | -37.4% |
| Q3 2021 | $1,158,000 | 0.0% | 11,381 | 0.0% | 1.19% | 0.0% |
| Q2 2021 | $1,158,000 | +312.1% | 11,381 | +312.8% | 1.19% | +268.7% |
| Q1 2021 | $281,000 | – | 2,757 | – | 0.32% | – |
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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% |