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 | $6,500 | -0.8% | 69,335 | -0.8% | 1.14% | +3.1% |
| Q2 2023 | $6,550 | +1.2% | 69,859 | +2.3% | 1.10% | -3.3% |
| Q1 2023 | $6,470 | -0.6% | 68,319 | -0.8% | 1.14% | -2.6% |
| Q4 2022 | $6,509 | -99.9% | 68,857 | +3.2% | 1.17% | -10.4% |
| Q3 2022 | $6,256,000 | +79.6% | 66,694 | +83.8% | 1.30% | +77.3% |
| Q2 2022 | $3,484,000 | +9.7% | 36,286 | +11.4% | 0.74% | +20.9% |
| Q1 2022 | $3,175,000 | +517.7% | 32,559 | +537.5% | 0.61% | +540.0% |
| Q4 2021 | $514,000 | +8466.7% | 5,107 | +8411.7% | 0.10% | +9400.0% |
| Q2 2021 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $6,000 | -89.3% | 60 | -89.3% | 0.00% | -85.7% |
| Q4 2019 | $56,000 | – | 560 | – | 0.01% | – |
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% |