IES Ownership | Who Owns IES?

IES Ownership Summary

IES is owned by 33.43% institutional investors, 1.95% insiders, and 64.62% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 53.16% of IESC shares. Fidelity Stock Selector Small Cap is the top mutual fund, with 1.47% of its assets in IES shares.

IESC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IES	33.43%	1.95%	64.62%
Sector	Industrials Stocks	50.81%	11.74%	37.45%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Gendell jeffrey l	10.72M	53.16%	$2.15B
Fmr	1.44M	7.14%	$289.44M
Vanguard group	753.33K	3.74%	$151.39M
Blackrock funding, inc. /de	736.30K	3.65%	$147.97M
Dimensional fund advisors lp	663.93K	3.29%	$133.43M
Blackrock	614.00K	3.04%	$85.55M
Geode capital management	244.62K	1.21%	$49.17M
State street	203.45K	1.01%	$28.35M
Invesco	200.80K	1.00%	$40.35M
Altravue capital	199.82K	0.99%	$40.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gendell jeffrey l	10.72M	67.43%	$2.15B
Coombe, bender	55.18K	4.53%	$7.69M
Altravue capital	199.82K	3.34%	$40.16M
Apis capital advisors	22.14K	2.96%	$4.45M
Ophir asset management pty	89.70K	2.68%	$18.03M
Jb capital partners lp	41.84K	1.61%	$8.41M
Advisorshares investments	33.50K	1.30%	$6.73M
Yorktown management & research	6.34K	1.22%	$1.27M
Legato capital management	40.29K	1.06%	$8.10M
Options solutions	10.49K	0.92%	$2.11M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	753.33K	0.00%	210.93K
Blackrock funding, inc. /de	736.30K	0.00%	78.19K
Thrivent financial for lutherans	125.50K	0.05%	73.27K
Summit partners public asset management	45.00K	0.24%	45.00K
Invesco	200.80K	0.01%	43.45K

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	111.89K	0.00%	-136.66K
Royce & associates lp	178.40K	0.33%	-116.40K
Assenagon asset management	14.80K	0.00%	-69.98K
Altravue capital	199.82K	3.34%	-68.75K
Capital investors	-	-	-63.29K

New Positions

Holder	Shares	% Assets	Change	Value
Summit partners public asset management	45.00K	0.24%	45.00K	$6.27M
Man group	42.28K	0.02%	42.28K	$8.50M
Advisorshares investments	33.50K	1.30%	33.50K	$6.73M
Fundsmith investment services	33.40K	0.09%	33.40K	$6.71B
Raymond james financial	11.75K	0.00%	11.75K	$2.36M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-1.00
Toronto dominion bank	-1.00
Nelson, van denburg & campbell wealth management group	-7.00
Capital performance advisors llp	-16.00
Frazier financial advisors	-16.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	221	-12.99%	6,740,435	-63.46%	33	0.40%	114	-15.56%	73	-3.95%
Sep 30, 2024	252	24.75%	18,442,584	0.50%	91	1.11%	135	10.66%	76	26.67%
Jun 30, 2024	200	21.95%	18,350,461	0.72%	90	1.12%	120	41.18%	60	11.11%
Mar 31, 2024	164	23.31%	18,218,966	0.75%	90	1.13%	85	19.72%	54	22.73%
Dec 31, 2023	133	13.68%	18,084,204	1.92%	89	1.16%	71	4.41%	44	46.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Stock Selector Small Cap	293.64K	1.47%	21.20K
Vanguard Total Stock Mkt Idx Inv	283.79K	1.42%	198.00
Vanguard US Total Market Shares ETF	251.94K	1.26%	-
Fidelity Series Small Cap Opps	251.57K	1.26%	3.90K
Strategic Advisers Fidelity US TtlStk	222.58K	1.11%	7.21K
iShares Russell 2000 ETF	218.09K	1.09%	-1.87K
DFA US Small Cap I	199.71K	1.00%	-
Fidelity Small Cap Discovery	173.99K	0.87%	15.30K
DFA US Micro Cap I	156.48K	0.78%	-
Fidelity Series Small Cap Discovery	152.06K	0.76%	37.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	GENDELL JEFFREY L ET AL	Chief Executive Officer	Sell	$118.56K
Dec 12, 2024	McLauchlin Tracy	SVP, CFO & Treasurer	Sell	$1.27M
Dec 12, 2024	GENDELL JEFFREY L ET AL	Chief Executive Officer	Sell	$320.52K
Dec 11, 2024	GENDELL JEFFREY L ET AL	Chief Executive Officer	Sell	$3.14M
Dec 11, 2024	GENDELL JEFFREY L ET AL	Chief Executive Officer	Sell	$47.23K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	10
2024 Q3	-	22
2024 Q2	-	44

IESC Ownership FAQ

Who owns the most shares of IES?

IES’s largest shareholders are Gendell jeffrey l (10.72M shares, 53.16%), Fmr (1.44M shares, 7.14%), and Vanguard group (753.33K shares, 3.74%). Together, they hold 64.05% of IES’s total shares outstanding.

Does Blackrock own IES?

Yes, BlackRock owns 3.04% of IES, totaling 614K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 85.55M$. In the last quarter, BlackRock decreased its holdings by -846 shares, a -0.14% change.

Who is IES’s biggest shareholder by percentage of total assets invested?

Gendell jeffrey l is IES’s biggest shareholder by percentage of total assets invested, with 67.43% of its assets in 10.72M IES shares, valued at 2.15B$.

Who is the top mutual fund holder of IES shares?

Fidelity Stock Selector Small Cap is the top mutual fund holder of IES shares, with 1.47% of its total shares outstanding invested in 293.64K IES shares.

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