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 |
|---|---|---|---|---|---|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
1,781
shares
|
$549,990
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,758
shares
|
$542,887
0.0% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,755
shares
|
$541,961
0.0% of portfolio
|
Q1 2025
Reduced 90.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,741
shares
|
$537,638
0.0% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,690
shares
|
$521,888
0.0% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,571
shares
|
$485,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,507
shares
|
$465,376
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,454
shares
|
$449,009
0.02% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,438
shares
|
$444,068
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
1,404
shares
|
$433,569
0.06% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
1,400
shares
|
$432,334
0.07% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,380
shares
|
$426,157
0.11% of portfolio
|
Q1 2025
Reduced 57.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,354
shares
|
$418,128
0.0% of portfolio
|
Q1 2025
Added 50.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,352
shares
|
$417,511
0.0% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,338
shares
|
$413,187
0.01% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
1,316
shares
|
$406,393
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,258
shares
|
$388,482
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,242
shares
|
$383,542
0.0% of portfolio
|
Q1 2025
Reduced 95.12%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
1,231
shares
|
$380,145
0.0% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
1,223
shares
|
$377,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,195
shares
|
$369,027
0.07% of portfolio
|
Q1 2025
Added 127.62%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
1,179
shares
|
$364,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,130
shares
|
$348,955
0.02% of portfolio
|
Q1 2025
Added 1514.29%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,117
shares
|
$344,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,100
shares
|
$339,691
0.05% of portfolio
|
Q2 2025
New holding
|