Institutional Ownership Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
103
shares
|
$37,231
0.0% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
87
shares
|
$31,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
86
shares
|
$31,086
0.0% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
84
shares
|
$30,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
83
shares
|
$30,002
0.0% of portfolio
|
Q2 2025
Reduced 96.91%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
83
shares
|
$30,002
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
69
shares
|
$24,941
0.0% of portfolio
|
Q2 2025
Reduced 37.84%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
62
shares
|
$22,411
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
62
shares
|
$22,411
0.0% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
61
shares
|
$22,049
0.01% of portfolio
|
Q2 2025
Added 165.22%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
60
shares
|
$21,688
0.0% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
52
shares
|
$18,796
0.0% of portfolio
|
Q2 2025
Added 2500.0%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
51
shares
|
$18,434
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
43
shares
|
$15,543
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
42
shares
|
$15,181
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
38
shares
|
$13,735
0.0% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
36
shares
|
$13,012
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$10,121
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
25
shares
|
$9,036
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$9,036
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
22
shares
|
$7,952
0.0% of portfolio
|
Q2 2025
Added 144.44%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
22
shares
|
$7,952
0.0% of portfolio
|
Q2 2025
Reduced 47.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
22
shares
|
$7,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
20
shares
|
$7,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
20
shares
|
$7,229
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|