IES Ownership | Who Owns IES?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IES | 91.19% | 1.95% | 6.86% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.99M | 54.31% | $1.53B |
| Fmr | 1.41M | 6.98% | $196.61M |
| Dimensional fund advisors lp | 721.09K | 3.56% | $100.47M |
| Blackrock | 614.00K | 3.04% | $85.55M |
| Vanguard group | 554.65K | 2.74% | $77.28M |
| Altravue capital | 269.69K | 1.33% | $37.58M |
| Royce & associates lp | 256.02K | 1.27% | $35.67M |
| Geode capital management | 208.52K | 1.03% | $29.06M |
| State street | 203.45K | 1.01% | $28.35M |
| Renaissance | 186.53K | 0.92% | $25.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.99M | 53.57% | $1.53B |
| Apis capital advisors | 46.00K | 4.73% | $6.41M |
| Coombe, bender | 55.18K | 4.53% | $7.69M |
| Altravue capital | 269.69K | 3.73% | $37.58M |
| Ophir asset management pty | 122.19K | 3.02% | $17.03M |
| Forge first asset management | 26.99K | 1.60% | $3.76M |
| State of wyoming | 64.62K | 1.48% | $9.00M |
| G2 investment partners management | 38.60K | 1.39% | $5.38M |
| Jb capital partners lp | 41.84K | 1.29% | $5.83M |
| Options solutions | 14.60K | 1.20% | $2.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 1.41M | 0.01% | 101.71K |
| Franklin resources | 86.68K | 0.00% | 82.55K |
| Arrowstreet capital, limited partnership | 156.97K | 0.02% | 79.76K |
| Vanguard group | 554.65K | 0.00% | 75.33K |
| Portolan capital management | 69.45K | 0.80% | 69.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gendell jeffrey l | 10.99M | 53.57% | -225.00K |
| Morgan stanley | 111.89K | 0.00% | -136.66K |
| Altravue capital | 269.69K | 3.73% | -118.21K |
| Invesco | 11.23K | 0.00% | -67.22K |
| Royce & associates lp | 256.02K | 0.33% | -57.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Portolan capital management | 69.45K | 0.80% | 69.45K | $9.68M |
| Stephens inc /ar/ | 68.69K | 0.15% | 68.69K | $9.57M |
| Hennessy advisors | 68.60K | 0.36% | 68.60K | $9.56M |
| Capital investors | 63.29K | 0.00% | 63.29K | $8.82M |
| Apis capital advisors | 46.00K | 4.73% | 46.00K | $6.41M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 117 | 17.00% | 17,743,893 | 1.52% | 87 | 1.17% | 68 | 30.77% | 30 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Series Small Cap Opps | 429.82K | 2.15% | -7.60K |
| Fidelity Stock Selector Small Cap | 311.37K | 1.56% | 8.40K |
| Vanguard Total Stock Mkt Idx Inv | 252.35K | 1.26% | 410.00 |
| iShares Russell 2000 ETF | 213.05K | 1.07% | -476.00 |
| DFA US Small Cap I | 199.71K | 1.00% | - |
| Royce Small-Cap Trust | 193.47K | 0.97% | 24.83K |
| Strategic Advisers Fidelity US TtlStk | 184.29K | 0.92% | 7.70K |
| DFA US Micro Cap I | 156.48K | 0.78% | - |
| FIAM Small Cap Core CIT Cl B | 150.70K | 0.75% | 2.00K |
| FIAM Small Cap Core Composite | 147.10K | 0.74% | 63.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 12, 2024 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $1.96M |
| Sep 12, 2024 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $703.47K |
| Sep 13, 2024 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $5.26M |
| Sep 13, 2024 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $1.43M |
| Sep 12, 2024 | GENDELL JEFFREY L ET AL | Chief Executive Officer | Sell | $4.91M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 22 |
| 2024 Q2 | - | 44 |
| 2024 Q1 | - | 30 |
| 2023 Q4 | - | 27 |
IESC Ownership FAQ
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