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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2
shares
|
$722
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1
shares
|
$361
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$361
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$361
0.0% of portfolio
|
Q2 2025
Added 800.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|