PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 141 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,710 | -85.7% | 3,656 | -85.7% | 0.02% | -85.7% |
| Q2 2023 | $2,396,871 | -2.2% | 25,569 | -1.0% | 0.12% | -11.2% |
| Q1 2023 | $2,449,698 | +20.4% | 25,818 | +19.6% | 0.13% | +8.1% |
| Q4 2022 | $2,034,178 | +102.0% | 21,581 | +105.7% | 0.12% | +82.4% |
| Q3 2022 | $1,007,000 | 0.0% | 10,491 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $1,007,000 | -13.3% | 10,491 | -9.1% | 0.07% | -1.4% |
| Q4 2021 | $1,161,000 | -76.5% | 11,540 | -76.2% | 0.07% | -56.3% |
| Q3 2021 | $4,947,000 | +14.1% | 48,588 | +14.0% | 0.16% | +14.5% |
| Q2 2021 | $4,335,000 | +142.3% | 42,617 | +142.9% | 0.14% | +115.6% |
| Q1 2021 | $1,789,000 | – | 17,547 | – | 0.06% | – |
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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% |