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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,090
shares
|
$394,002
0.0% of portfolio
|
Q2 2025
Reduced 63.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,070
shares
|
$386,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,050
shares
|
$379,543
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,025
shares
|
$370,506
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,002
shares
|
$362,192
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$361,470
0.07% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,000
shares
|
$361,470
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$361,470
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
996
shares
|
$360,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
982
shares
|
$354,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
929
shares
|
$335,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
928
shares
|
$335,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
923
shares
|
$333,636
0.01% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
913
shares
|
$330,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
872
shares
|
$315,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
861
shares
|
$311,225
0.0% of portfolio
|
Q2 2025
Reduced 92.36%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Aug 12, 2025 Q2 2025 |
858
shares
|
$310,141
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
849
shares
|
$306,888
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
848
shares
|
$306,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
846
shares
|
$305,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
819
shares
|
$296,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
798
shares
|
$288,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
783
shares
|
$283,031
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
740
shares
|
$267,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
736
shares
|
$266,041
0.0% of portfolio
|
Q2 2025
New holding
|