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 | $643,058 | -6.8% | 6,860 | -6.8% | 0.60% | -1.2% |
| Q2 2023 | $689,934 | +2.3% | 7,360 | +3.5% | 0.60% | -16.1% |
| Q1 2023 | $674,635 | -46.4% | 7,110 | -46.8% | 0.72% | -37.5% |
| Q4 2022 | $1,259,596 | -40.4% | 13,363 | -40.1% | 1.15% | -41.7% |
| Q3 2022 | $2,113,000 | -14.3% | 22,310 | -13.2% | 1.97% | -8.7% |
| Q2 2022 | $2,467,000 | +0.3% | 25,690 | +1.9% | 2.16% | +21.1% |
| Q1 2022 | $2,459,000 | +3.8% | 25,210 | +7.1% | 1.78% | +11.9% |
| Q4 2021 | $2,368,000 | +10.7% | 23,540 | +12.0% | 1.60% | +5.2% |
| Q3 2021 | $2,139,000 | +36.2% | 21,010 | +36.1% | 1.52% | +36.9% |
| Q2 2021 | $1,570,000 | +69.0% | 15,435 | +69.4% | 1.11% | +56.1% |
| Q1 2021 | $929,000 | +271.6% | 9,110 | +271.8% | 0.71% | +252.7% |
| Q4 2020 | $250,000 | 0.0% | 2,450 | 0.0% | 0.20% | -10.7% |
| Q3 2020 | $250,000 | -2.0% | 2,450 | -2.0% | 0.22% | -6.6% |
| Q2 2020 | $255,000 | – | 2,500 | – | 0.24% | – |
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% |