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 | $770,355 | +0.5% | 8,218 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $766,145 | -14.7% | 8,173 | -13.6% | 0.00% | 0.0% |
| Q1 2023 | $897,802 | +129.5% | 9,462 | +127.9% | 0.00% | – |
| Q4 2022 | $391,273 | +86.3% | 4,151 | +87.0% | 0.00% | – |
| Q3 2022 | $210,000 | -1.4% | 2,220 | +0.0% | 0.00% | – |
| Q2 2022 | $213,000 | -1.4% | 2,219 | 0.0% | 0.00% | – |
| Q1 2022 | $216,000 | -32.5% | 2,219 | -30.2% | 0.00% | – |
| Q4 2021 | $320,000 | +4.2% | 3,179 | +5.4% | 0.00% | – |
| Q3 2021 | $307,000 | +65.1% | 3,015 | +65.3% | 0.00% | – |
| Q2 2021 | $186,000 | -50.4% | 1,824 | -50.4% | 0.00% | – |
| Q1 2021 | $375,000 | -0.8% | 3,680 | -0.7% | 0.00% | – |
| Q4 2020 | $378,000 | -2.1% | 3,707 | -1.9% | 0.00% | – |
| Q3 2020 | $386,000 | +4.3% | 3,780 | +4.1% | 0.00% | – |
| Q2 2020 | $370,000 | -8.0% | 3,630 | -10.7% | 0.00% | – |
| Q1 2020 | $402,000 | -0.7% | 4,065 | +0.2% | 0.00% | – |
| Q4 2019 | $405,000 | -1.7% | 4,055 | -1.2% | 0.00% | – |
| Q3 2019 | $412,000 | +186.1% | 4,105 | +186.1% | 0.00% | – |
| Q2 2019 | $144,000 | +0.7% | 1,435 | 0.0% | 0.00% | – |
| Q1 2019 | $143,000 | +142.4% | 1,435 | +139.2% | 0.00% | – |
| Q4 2018 | $59,000 | -1.7% | 600 | 0.0% | 0.00% | – |
| Q3 2018 | $60,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2018 | $60,000 | -99.6% | 600 | -99.6% | 0.00% | -100.0% |
| Q1 2014 | $14,056,000 | – | 140,000 | – | 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% |