HANCOCK JOHN INVS TR's ticker is JHI and the CUSIP is 410142103. A total of 31 filers reported holding HANCOCK JOHN INVS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,963 | +16.1% | 50,285 | +20.8% | 0.00% | – |
| Q2 2023 | $526,254 | +11.5% | 41,634 | +12.0% | 0.00% | – |
| Q1 2023 | $471,878 | +10.5% | 37,185 | +9.2% | 0.00% | – |
| Q4 2022 | $427,100 | +1.4% | 34,059 | -2.4% | 0.00% | – |
| Q3 2022 | $421,000 | -32.0% | 34,900 | -25.6% | 0.00% | – |
| Q2 2022 | $619,000 | -6.8% | 46,928 | +18.7% | 0.00% | – |
| Q1 2022 | $664,000 | +8.0% | 39,541 | +24.5% | 0.00% | – |
| Q4 2021 | $615,000 | +75.7% | 31,764 | +69.2% | 0.00% | – |
| Q3 2021 | $350,000 | +5.4% | 18,778 | -10.4% | 0.00% | – |
| Q3 2020 | $332,000 | -56.8% | 20,949 | -57.7% | 0.00% | – |
| Q2 2020 | $768,000 | -1.2% | 49,516 | -19.9% | 0.00% | – |
| Q1 2020 | $777,000 | -46.3% | 61,782 | -24.1% | 0.00% | – |
| Q4 2019 | $1,446,000 | -34.2% | 81,446 | -36.9% | 0.00% | -100.0% |
| Q3 2019 | $2,196,000 | +18.4% | 129,025 | +14.1% | 0.00% | – |
| Q2 2019 | $1,855,000 | +4.7% | 113,130 | +0.7% | 0.00% | -100.0% |
| Q1 2019 | $1,771,000 | +0.3% | 112,331 | -10.2% | 0.00% | 0.0% |
| Q4 2018 | $1,766,000 | -22.9% | 125,053 | -12.2% | 0.00% | 0.0% |
| Q3 2018 | $2,291,000 | +0.9% | 142,369 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $2,270,000 | -19.4% | 142,252 | -16.1% | 0.00% | 0.0% |
| Q1 2018 | $2,818,000 | -1.6% | 169,561 | +3.6% | 0.00% | 0.0% |
| Q4 2017 | $2,863,000 | +1.9% | 163,611 | +5.7% | 0.00% | 0.0% |
| Q3 2017 | $2,809,000 | -24.3% | 154,761 | -28.5% | 0.00% | 0.0% |
| Q2 2017 | $3,711,000 | +22.5% | 216,366 | +21.7% | 0.00% | 0.0% |
| Q1 2017 | $3,029,000 | +47.5% | 177,733 | +43.7% | 0.00% | 0.0% |
| Q4 2016 | $2,054,000 | -8.6% | 123,716 | -8.0% | 0.00% | 0.0% |
| Q3 2016 | $2,247,000 | +22.5% | 134,510 | +18.2% | 0.00% | 0.0% |
| Q2 2016 | $1,835,000 | +5.9% | 113,803 | +1.4% | 0.00% | 0.0% |
| Q1 2016 | $1,733,000 | +24.5% | 112,242 | +16.0% | 0.00% | 0.0% |
| Q4 2015 | $1,392,000 | +0.9% | 96,763 | +2.4% | 0.00% | 0.0% |
| Q3 2015 | $1,379,000 | +9.9% | 94,492 | +20.7% | 0.00% | – |
| Q2 2015 | $1,255,000 | +10.1% | 78,259 | +20.7% | 0.00% | – |
| Q1 2015 | $1,140,000 | +26.4% | 64,826 | +27.2% | 0.00% | – |
| Q4 2014 | $902,000 | +5.9% | 50,973 | +10.5% | 0.00% | – |
| Q3 2014 | $852,000 | +12.8% | 46,132 | +26.1% | 0.00% | – |
| Q2 2014 | $755,000 | +19.1% | 36,592 | +17.6% | 0.00% | – |
| Q1 2014 | $634,000 | -8.8% | 31,104 | -16.7% | 0.00% | – |
| Q4 2013 | $695,000 | +19.0% | 37,345 | +20.8% | 0.00% | – |
| Q3 2013 | $584,000 | -10.8% | 30,922 | -6.4% | 0.00% | – |
| Q2 2013 | $655,000 | – | 33,021 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 114,205 | $1,999,000 | 0.96% |
| Shaker Financial Services, LLC | 35,709 | $625,000 | 0.30% |
| REDW Wealth LLC | 10,139 | $177,000 | 0.14% |
| HOERTKORN RICHARD CHARLES | 11,500 | $201,000 | 0.12% |
| 1607 Capital Partners, LLC | 115,964 | $2,029,000 | 0.11% |
| Stratos Wealth Partners, LTD. | 137,870 | $2,413,000 | 0.11% |
| PHILADELPHIA TRUST CO | 42,913 | $751,000 | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11,104 | $198,000 | 0.06% |
| Capital Investment Advisors, LLC | 30,007 | $525,000 | 0.03% |
| ProVise Management Group, LLC | 10,875 | $191,000 | 0.03% |