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 | $332,496 | -27.5% | 3,547 | -27.5% | 0.21% | -26.6% |
| Q2 2023 | $458,768 | -72.9% | 4,894 | -72.6% | 0.29% | -74.6% |
| Q1 2023 | $1,694,457 | +1.1% | 17,858 | +0.4% | 1.14% | -4.1% |
| Q4 2022 | $1,676,603 | -44.8% | 17,787 | -44.6% | 1.19% | -46.2% |
| Q3 2022 | $3,040,000 | -74.1% | 32,096 | -73.7% | 2.20% | -70.9% |
| Q2 2022 | $11,725,000 | +2.3% | 122,106 | +3.9% | 7.58% | +15.9% |
| Q1 2022 | $11,466,000 | +18.0% | 117,567 | +21.7% | 6.54% | +34.6% |
| Q4 2021 | $9,721,000 | +15.5% | 96,642 | +17.0% | 4.86% | +2.9% |
| Q3 2021 | $8,414,000 | +57.7% | 82,634 | +57.6% | 4.72% | +54.4% |
| Q2 2021 | $5,334,000 | +2229.3% | 52,439 | +2230.6% | 3.06% | +2052.8% |
| Q1 2021 | $229,000 | – | 2,250 | – | 0.14% | – |
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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% |