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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
148
shares
|
$45,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
147
shares
|
$45,395
0.0% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
133
shares
|
$41,071
0.0% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
128
shares
|
$39,527
0.0% of portfolio
|
Q1 2025
Added 966.67%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
111
shares
|
$34,277
0.0% of portfolio
|
Q1 2025
Reduced 51.1%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
103
shares
|
$31,807
0.0% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
91
shares
|
$28,101
0.01% of portfolio
|
Q1 2025
Reduced 89.13%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
86
shares
|
$26,557
0.0% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
84
shares
|
$25,940
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
67
shares
|
$20,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
55
shares
|
$16,984
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
51
shares
|
$15,749
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
50
shares
|
$15,440
0.0% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
50
shares
|
$15,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
49
shares
|
$15,131
0.0% of portfolio
|
Q1 2025
Added 53.13%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
47
shares
|
$14,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
46
shares
|
$14,205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
45
shares
|
$13,896
0.0% of portfolio
|
Q1 2025
Reduced 91.83%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
43
shares
|
$13,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
42
shares
|
$12,970
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
36
shares
|
$11,117
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
29
shares
|
$8,955
0.0% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$7,720
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$7,102
0.0% of portfolio
|
Q1 2025
Added 360.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
22
shares
|
$6,793
0.0% of portfolio
|
Q2 2025
Reduced 47.62%
|