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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,070
shares
|
$330,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,025
shares
|
$316,530
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$308,810
0.07% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
987
shares
|
$304,795
0.0% of portfolio
|
Q1 2025
Reduced 95.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
861
shares
|
$265,885
0.01% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
846
shares
|
$261,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
717
shares
|
$221,416
0.0% of portfolio
|
Q3 2023
Added 16.21%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
714
shares
|
$220,490
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
706
shares
|
$218,019
0.0% of portfolio
|
Q4 2024
Added 298.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
647
shares
|
$199,800
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
549
shares
|
$169,536
0.0% of portfolio
|
Q2 2025
Added 54800.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
530
shares
|
$163,669
0.0% of portfolio
|
Q1 2025
Added 165.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
469
shares
|
$144,831
0.0% of portfolio
|
Q1 2025
Reduced 50.21%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
422
shares
|
$130,317
0.0% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
358
shares
|
$110,553
0.0% of portfolio
|
Q1 2025
Reduced 87.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
355
shares
|
$109,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
354
shares
|
$109,318
0.0% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
345
shares
|
$106,539
0.0% of portfolio
|
Q1 2025
Reduced 96.27%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
345
shares
|
$106,539
0.01% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
289
shares
|
$89,246
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
285
shares
|
$88,010
0.01% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
285
shares
|
$88,010
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
220
shares
|
$67,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$61,762
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
170
shares
|
$52,497
0.0% of portfolio
|
Q4 2024
New holding
|