Mascoma Wealth Management LLC - HANCOCK JOHN INVS TR ownership

HANCOCK JOHN INVS TR's ticker is JHI and the CUSIP is 410142103. A total of 37 filers reported holding HANCOCK JOHN INVS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of HANCOCK JOHN INVS TR
ValueSharesWeighting
Q2 2024$665
+0.8%
500.0%0.00%
Q1 2024$660
+2.0%
500.0%0.00%
Q4 2023$647
+6.4%
500.0%0.00%
Q3 2023$608
-6.6%
500.0%0.00%
Q2 2023$651
+2.0%
500.0%0.00%
Q1 2023$638
+1.8%
500.0%0.00%
Q4 2022$627
-37.3%
500.0%0.00%
Q3 2022$1,0000.0%500.0%0.00%
Q2 2022$1,0000.0%500.0%0.00%
Q1 2022$1,0000.0%500.0%0.00%
Q4 2021$1,0000.0%500.0%0.00%
Q3 2021$1,0000.0%500.0%0.00%
Q1 2021$1,0000.0%500.0%0.00%
-100.0%
Q2 2019$1,0000.0%500.0%0.00%0.0%
Q1 2019$1,000500.00%
Other shareholders
HANCOCK JOHN INVS TR shareholders Q4 2023
NameSharesValueWeighting ↓
HOERTKORN RICHARD CHARLES 21,600$380,0000.28%
Shaker Financial Services, LLC 12,481$219,0000.14%
ProVise Management Group, LLC 10,559$186,0000.04%
First Horizon Advisors, Inc. 10,000$175,0000.02%
PHILADELPHIA TRUST CO 15,000$264,0000.02%
GUGGENHEIM CAPITAL LLC 404,734$7,115,0000.02%
WESTPORT RESOURCES MANAGEMENT INC 1,885$33,0000.01%
Baltimore-Washington Financial Advisors, Inc. 1,000$18,0000.01%
MONETARY MANAGEMENT GROUP INC 500$9,0000.00%
LPL Financial LLC 28,016$498,0000.00%
View complete list of HANCOCK JOHN INVS TR shareholders