John Hancock Investors TRJHI

13F holders, Q2 2025 (June 30)
33holders −2
3new positions
4sold out
$13.85avg. 13F price*

At the end of Q2 2025, 33 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, down 2 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($8.4M), Sit Investment Associates Inc. ($6.1M) and Shaker Financial Services, LLC ($2.5M).

Company
John Hancock Investors TR
Filed as
HANCOCK JOHN INVT TR II (Q2 2025)
CUSIP
410142103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 35Q1 2024Q2 2024: 35Q2 2024Q3 2024: 40Q3 2024Q4 2024: 38Q4 2024Q1 2025: 35Q1 2025Q2 2025: 33Q2 2025Q3 2025: 32Q3 2025Q4 2025: 35Q4 2025Q1 2026: 35Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$218K
Exits4$1.5M

All 13F filers, Q1 2025 → Q2 2025: 302,837 shares bought and 224,930 shares sold, net +77,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

1607 Capital Partners, LLC 0.68% Add +9.4% 603,795 $8.4M
Sit Investment Associates Inc. 0.13% Add +31.1% 441,920 $6.1M
Shaker Financial Services, LLC 0.92% Add +25.1% 183,223 $2.5M
Morgan Stanley 0.00% Reduce -1.7% 160,202 $2.2M
Rivernorth Capital Management, LLC 0.12% No change 155,575 $2.2M
Capital Investment Advisors, LLC 0.03% Reduce -1.3% 132,413 $1.8M
Osaic Holdings, Inc. 0.00% Add +10.0% 82,180 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +171.4% 79,763 $1.1M
Guggenheim Capital LLC 0.01% Reduce -28.0% 79,428 $1.1M
Invesco Ltd. 0.00% Add +5.1% 75,480 $1.0M
LPL Financial LLC 0.00% Add +18.1% 57,403 $795K
Morey & Quinn Wealth Partners, LLC 0.46% Reduce -3.0% 41,702 $577K
NewEdge Advisors, LLC 0.00% Add +0.6% 38,688 $536K
Stratos Wealth Partners, LTD. 0.01% Reduce -64.6% 38,513 $533K
Bank of America Corp. 0.00% Reduce -2.1% 34,635 $480K
Riverbridge Partners LLC 0.01% Add +3.8% 32,854 $455K
Aviance Capital Partners, LLC 0.06% Add +18.2% 32,485 $450K
Philadelphia Trust Co. 0.03% No change 30,813 $427K
Allspring Global Investments Holdings, LLC 0.00% No change 30,514 $422K
Pathstone Holdings, LLC 0.00% Reduce -20.4% 25,743 $356K
Cohen & Steers, Inc. 0.00% No change 23,927 $331K
Ameriprise Financial Inc. 0.00% Add +63.3% 21,231 $294K
Hoertkorn Richard Charles 0.08% No change 14,000 $194K
Royal Bank of Canada 0.00% Add +149.8% 13,019 $180K
UBS Group AG 0.00% Add +7.8% 11,270 $156K
Landscape Capital Management, L.L.C. 0.01% Reduce -5.4% 11,080 $153K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,726 $149K
Wells Fargo & Company 0.00% Reduce -34.6% 5,581 $77K
Raymond James Financial Inc. 0.00% New 5,000 $69K
CIBC Private Wealth Group LLC 0.00% No change 251 $3K
Hoey Investments, Inc. 0.00% No change 222 $3K
Mascoma Wealth Management LLC 0.00% No change 50 $692
JPMorgan Chase & Co. 0.00% New 14 $194

"% of holder's portfolio" is JHI's weight in each manager's 13F, not the share of John Hancock Investors TR the manager owns.