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 349 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
887
shares
|
$323,497
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
879
shares
|
$320,580
0.0% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Jb Capital Partners LP
Armonk, NY |
Nov 13, 2025 Q3 2025 |
841
shares
|
$306,721
0.06% of portfolio
|
Q3 2025
Reduced 97.99%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
831
shares
|
$303,074
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
820
shares
|
$299,062
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
798
shares
|
$291,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
797
shares
|
$290,673
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
784
shares
|
$285,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
755
shares
|
$275,356
0.01% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
750
shares
|
$273,532
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
739
shares
|
$269,520
0.04% of portfolio
|
Q3 2025
Reduced 47.36%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
738
shares
|
$269,155
0.0% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
736
shares
|
$268,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
722
shares
|
$263,320
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
711
shares
|
$259,308
0.0% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
710
shares
|
$258,944
0.0% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Nov 14, 2025 Q3 2025 |
709
shares
|
$258,579
0.05% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
672
shares
|
$245,085
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
657
shares
|
$239,614
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
652
shares
|
$237,790
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
647
shares
|
$235,967
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
640
shares
|
$233,414
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
638
shares
|
$232,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
636
shares
|
$231,955
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
628
shares
|
$229,037
0.0% of portfolio
|
Q3 2025
Added 390.63%
|
|