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 | $4,386,131 | +12.2% | 46,790 | +12.2% | 1.18% | +26.9% |
| Q2 2023 | $3,910,082 | +32.0% | 41,712 | +33.6% | 0.93% | +31.8% |
| Q1 2023 | $2,961,570 | +18.6% | 31,212 | +17.8% | 0.70% | +14.1% |
| Q4 2022 | $2,497,889 | -60.7% | 26,500 | -60.5% | 0.62% | -64.5% |
| Q3 2022 | $6,358,000 | -10.8% | 67,134 | -9.5% | 1.74% | -6.7% |
| Q2 2022 | $7,125,000 | -25.9% | 74,207 | -24.7% | 1.86% | -8.5% |
| Q1 2022 | $9,615,000 | +7.0% | 98,586 | +10.4% | 2.04% | +1.4% |
| Q4 2021 | $8,984,000 | -12.5% | 89,310 | -11.4% | 2.01% | -12.8% |
| Q3 2021 | $10,269,000 | -33.9% | 100,852 | -33.8% | 2.30% | +3.0% |
| Q2 2021 | $15,528,000 | +59.9% | 152,293 | +59.9% | 2.24% | -7.2% |
| Q1 2021 | $9,712,000 | +19.0% | 95,241 | +19.1% | 2.41% | +8.5% |
| Q4 2020 | $8,159,000 | -8.6% | 79,954 | +24.0% | 2.22% | -20.1% |
| Q3 2020 | $8,928,000 | +53.5% | 64,458 | +13.0% | 2.78% | +39.2% |
| Q2 2020 | $5,816,000 | +3777.3% | 57,052 | +94.6% | 2.00% | +1938.8% |
| Q1 2020 | $150,000 | -68.4% | 29,323 | +515.8% | 0.10% | -44.6% |
| Q4 2019 | $475,000 | – | 4,762 | – | 0.18% | – |
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% |