JOHN HANCOCK EXCHANGE TRADED's ticker is JHML and the CUSIP is 47804J107.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,744 | +27.6% | 7,200 | +32.1% | 0.01% | +25.0% |
| Q2 2023 | $299,151 | -27.6% | 5,450 | -49.4% | 0.00% | -66.7% |
| Q2 2020 | $413,000 | +5.1% | 10,764 | -12.2% | 0.01% | -14.3% |
| Q1 2020 | $393,000 | -26.5% | 12,264 | -5.5% | 0.01% | -12.5% |
| Q4 2019 | $535,000 | – | 12,972 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sanchez Wealth Management Group | 469,579 | $24,319,482 | 10.71% |
| HILL ISLAND FINANCIAL LLC | 350,634 | $18,085,711 | 7.30% |
| Goodman Advisory Group, LLC | 251,407 | $13,020,348 | 7.09% |
| IAM Advisory, LLC | 362,528 | $18,775,319 | 6.49% |
| GRIMES & COMPANY, INC. | 1,628,815 | $84,356,334 | 3.46% |
| COLUMBIA ADVISORY PARTNERS LLC | 58,826 | $3,046,617 | 2.87% |
| Cooper Financial Group | 94,888 | $4,914,248 | 1.32% |
| Sageworth Trust Co of South Dakota | 6,147 | $318,353 | 0.74% |
| ERn Financial, LLC | 54,918 | $2,844,203 | 0.62% |
| FCA CORP /TX | 30,168 | $1,562,411 | 0.59% |