PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 110 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,200 | -0.0% | 5,016 | 0.0% | 0.34% | +6.5% |
| Q2 2023 | $470,205 | -1.4% | 5,016 | -0.2% | 0.32% | -10.0% |
| Q1 2023 | $476,987 | +0.7% | 5,027 | 0.0% | 0.36% | -5.5% |
| Q4 2022 | $473,845 | -0.5% | 5,027 | 0.0% | 0.38% | -6.6% |
| Q3 2022 | $476,000 | -1.2% | 5,027 | 0.0% | 0.41% | +11.8% |
| Q2 2022 | $482,000 | -5.7% | 5,027 | -4.2% | 0.36% | +2.0% |
| Q1 2022 | $511,000 | -6.2% | 5,245 | -3.0% | 0.36% | -67.5% |
| Q4 2021 | $545,000 | -4.0% | 5,408 | -3.6% | 1.10% | +221.6% |
| Q3 2021 | $568,000 | -22.6% | 5,608 | -22.3% | 0.34% | -24.3% |
| Q2 2021 | $734,000 | -14.5% | 7,214 | -14.2% | 0.45% | -20.3% |
| Q1 2021 | $858,000 | +3.5% | 8,411 | +3.5% | 0.57% | +11.6% |
| Q4 2020 | $829,000 | – | 8,125 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Connor Financial Group LLC | 161,473 | $15,136,678 | 10.44% |
| Elwood & Goetz Wealth Advisory Group, LLC | 454,149 | $42,572,384 | 9.70% |
| Antonetti Capital Management LLC | 68,211 | $6,394,186 | 9.21% |
| ACCESS FINANCIAL SERVICES, INC. | 162,601 | $15,242,381 | 8.89% |
| AIFG Consultants Ltd. | 110,888 | $10,394,764 | 8.34% |
| TOBIAS FINANCIAL ADVISORS, INC. | 235,814 | $22,105,412 | 5.96% |
| Treasure Coast Financial Planning | 93,575 | $8,771,771 | 5.93% |
| Lionsbridge Wealth Management LLC | 55,087 | $5,163,911 | 4.61% |
| Smart Portfolios, LLC | 24,078 | $2,257,067 | 3.96% |
| Precision Wealth Strategies, LLC | 25,751 | $2,413,934 | 3.95% |