IES Ownership | Who Owns IES?


OverviewRevenueFinancialsChart

IES Ownership Summary


IES is owned by 91.19% institutional investors, 1.95% insiders, and 6.86% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 54.31% of IESC shares. Fidelity Series Small Cap Opps is the top mutual fund, with 2.15% of its assets in IES shares.

IESC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockIES91.19%1.95%6.86%
SectorIndustrials Stocks 62.82%10.55%26.63%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Gendell jeffrey l10.99M54.31%$1.53B
Fmr1.41M6.98%$196.61M
Dimensional fund advisors lp721.09K3.56%$100.47M
Blackrock614.00K3.04%$85.55M
Vanguard group554.65K2.74%$77.28M
Altravue capital269.69K1.33%$37.58M
Royce & associates lp256.02K1.27%$35.67M
Geode capital management208.52K1.03%$29.06M
State street203.45K1.01%$28.35M
Renaissance186.53K0.92%$25.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gendell jeffrey l10.99M53.57%$1.53B
Apis capital advisors46.00K4.73%$6.41M
Coombe, bender55.18K4.53%$7.69M
Altravue capital269.69K3.73%$37.58M
Ophir asset management pty122.19K3.02%$17.03M
Forge first asset management26.99K1.60%$3.76M
State of wyoming64.62K1.48%$9.00M
G2 investment partners management38.60K1.39%$5.38M
Jb capital partners lp41.84K1.29%$5.83M
Options solutions14.60K1.20%$2.03M

Top Buyers

HolderShares% AssetsChange
Fmr1.41M0.01%101.71K
Franklin resources86.68K0.00%82.55K
Arrowstreet capital, limited partnership156.97K0.02%79.76K
Vanguard group554.65K0.00%75.33K
Portolan capital management69.45K0.80%69.45K

Top Sellers

HolderShares% AssetsChange
Gendell jeffrey l10.99M53.57%-225.00K
Morgan stanley111.89K0.00%-136.66K
Altravue capital269.69K3.73%-118.21K
Invesco11.23K0.00%-67.22K
Royce & associates lp256.02K0.33%-57.55K

New Positions

HolderShares% AssetsChangeValue
Portolan capital management69.45K0.80%69.45K$9.68M
Stephens inc /ar/68.69K0.15%68.69K$9.57M
Hennessy advisors68.60K0.36%68.60K$9.56M
Capital investors63.29K0.00%63.29K$8.82M
Apis capital advisors46.00K4.73%46.00K$6.41M

Sold Out

HolderChange
Toronto dominion bank-1.00
Nelson, van denburg & campbell wealth management group-7.00
Frazier financial advisors-16.00
Quarry lp-17.00
Spire wealth management-80.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202425224.75%18,442,5840.50%911.11%13510.66%7626.67%
Jun 30, 202420021.95%18,350,4610.72%901.12%12041.18%6011.11%
Mar 31, 202416423.31%18,218,9660.75%901.13%8519.72%5422.73%
Dec 31, 202313313.68%18,084,2041.92%891.16%714.41%4446.67%
Sep 30, 202311717.00%17,743,8931.52%871.17%6830.77%30-14.29%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Series Small Cap Opps429.82K2.15%-7.60K
Fidelity Stock Selector Small Cap311.37K1.56%8.40K
Vanguard Total Stock Mkt Idx Inv252.35K1.26%410.00
iShares Russell 2000 ETF229.17K1.15%-476.00
DFA US Small Cap I199.71K1.00%-
Royce Small-Cap Trust193.47K0.97%24.83K
Strategic Advisers Fidelity US TtlStk184.29K0.92%7.70K
DFA US Micro Cap I156.48K0.78%-
FIAM Small Cap Core CIT Cl B150.70K0.75%2.00K
FIAM Small Cap Core Composite147.10K0.74%63.64K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 16, 2024GENDELL JEFFREY L ET AL Chief Executive OfficerSell$118.56K
Dec 12, 2024McLauchlin Tracy SVP, CFO & TreasurerSell$1.27M
Dec 12, 2024GENDELL JEFFREY L ET AL Chief Executive OfficerSell$320.52K
Dec 11, 2024GENDELL JEFFREY L ET AL Chief Executive OfficerSell$3.14M
Dec 11, 2024GENDELL JEFFREY L ET AL Chief Executive OfficerSell$47.23K

Insider Transactions Trends


DateBuySell
2024 Q4-10
2024 Q3-22
2024 Q2-44
2024 Q1-30
2023 Q4-27

IESC Ownership FAQ


Who owns the most shares of IES?

IES’s largest shareholders are Gendell jeffrey l (10.99M shares, 54.31%), Fmr (1.41M shares, 6.98%), and Dimensional fund advisors lp (721.09K shares, 3.56%). Together, they hold 64.85% 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 53.57% of its assets in 10.99M IES shares, valued at 1.53B$.

Who is the top mutual fund holder of IES shares?

Fidelity Series Small Cap Opps is the top mutual fund holder of IES shares, with 2.15% of its total shares outstanding invested in 429.82K IES shares.

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