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 280 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
22
shares
|
$6,793
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
20
shares
|
$6,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
20
shares
|
$6,176
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
16
shares
|
$4,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
16
shares
|
$4,940
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$3,705
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$3,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
9
shares
|
$2,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9
shares
|
$2,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9
shares
|
$2,779
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
8
shares
|
$2,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7
shares
|
$2,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7
shares
|
$2,161
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$1,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5
shares
|
$1,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$1,544
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4
shares
|
$1,235
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
3
shares
|
$926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3
shares
|
$926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
3
shares
|
$926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
2
shares
|
$617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2
shares
|
$617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2
shares
|
$617
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|