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 $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
16
shares
|
$5,783
0.0% of portfolio
|
Q2 2025
Reduced 44.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
13
shares
|
$4,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11
shares
|
$3,976
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$3,976
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$3,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
10
shares
|
$3,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$3,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
8
shares
|
$2,891
0.0% of portfolio
|
Q2 2025
Added 1037.5%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
7
shares
|
$2,530
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7
shares
|
$2,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$2,168
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5
shares
|
$1,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5
shares
|
$1,807
0.0% of portfolio
|
Q2 2025
Reduced 68.75%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$1,445
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
4
shares
|
$1,445
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,445
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$1,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3
shares
|
$1,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q2 2025
New holding
|