IES Ownership 2024 | Who Owns IES Now?
Institutional Ownership
9.19%
Insider Ownership
1.96%
Retail Ownership
88.85%
Institutional Holders
74.00
IES Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | 54.31% | 53.57% | 10,985,152 | -225,000 | -2.01% | 1,530,561,228 | Jun 30, 2024 |
| FMR LLC | 6.98% | 0.01% | 1,411,093 | 101,713 | 7.77% | 196,607,623 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.56% | 0.03% | 721,089 | -6,268 | -0.86% | 100,467,820 | Jun 30, 2024 |
| BLACKROCK INC. | 3.04% | 0.00% | 614,000 | -846 | -0.14% | 85,548,618 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.74% | 0.00% | 554,650 | 75,335 | 15.72% | 77,279,385 | Jun 30, 2024 |
| ALTRAVUE CAPITAL, LLC | 1.33% | 3.73% | 269,689 | -118,207 | -30.47% | 37,575,775 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.27% | 0.33% | 256,025 | -57,547 | -18.35% | 35,671,963 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.03% | 0.00% | 208,523 | 20,312 | 10.79% | 29,058,790 | Jun 30, 2024 |
| STATE STREET CORP | 1.01% | 0.00% | 203,451 | 8,637 | 4.43% | 28,346,828,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.92% | 0.04% | 186,532 | 5,100 | 2.81% | 25,989,504 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.78% | 0.02% | 156,967 | 79,759 | 103.30% | 21,870,000 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 0.60% | 3.02% | 122,195 | 64,831 | 113.02% | 17,025,429 | Jun 30, 2024 |
| MORGAN STANLEY | 0.55% | 0.00% | 111,893 | -136,664 | -54.98% | 15,590,177 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.44% | 0.03% | 89,330 | 9,942 | 12.52% | 12,446,349 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.43% | 0.00% | 87,069 | 19,357 | 28.59% | 12,131,323 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.43% | 0.00% | 86,676 | 82,546 | 1998.69% | 12,076,567 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.41% | 0.00% | 82,985 | -1,700 | -2.01% | 11,562,300,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.39% | 0.00% | 78,961 | 5,361 | 7.28% | 11,001,637 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.37% | 0.00% | 75,581 | -7,111 | -8.60% | 10,530,701 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.35% | 0.21% | 71,154 | -4,809 | -6.33% | 9,913,887 | Jun 30, 2024 |
IES's largest institutional shareholder is GENDELL JEFFREY L, holding 54.31% of the company's total share outstanding, currently valued at $1.53B. The top 10 institutional shareholders own together 76.18% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | 54.31% | 53.57% | 10,985,152 | -225,000 | -2.01% | 1,530,561,228 | Jun 30, 2024 |
| APIS CAPITAL ADVISORS, LLC | 0.23% | 4.73% | 46,000 | 46,000 | 100.00% | 6,409,180 | Jun 30, 2024 |
| COOMBE, BENDER & CO LLC | 0.27% | 4.53% | 55,184 | -893 | -1.59% | 7,688,856 | Jun 30, 2024 |
| ALTRAVUE CAPITAL, LLC | 1.33% | 3.73% | 269,689 | -118,207 | -30.47% | 37,575,775 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 0.60% | 3.02% | 122,195 | 64,831 | 113.02% | 17,025,429 | Jun 30, 2024 |
| FORGE FIRST ASSET MANAGEMENT INC. | 0.13% | 1.60% | 26,991 | 7,115 | 35.80% | 3,760,386 | Jun 30, 2024 |
| STATE OF WYOMING | 0.32% | 1.48% | 64,618 | -21,066 | -24.59% | 9,003,226 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.19% | 1.39% | 38,599 | 38,599 | 100.00% | 5,377,999 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.21% | 1.29% | 41,845 | - | - | 5,830,264 | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.07% | 1.20% | 14,595 | -1,212 | -7.67% | 2,033,521 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.27% | 1.02% | 54,159 | -22,821 | -29.65% | 7,545,973 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.03% | 0.81% | 5,400 | - | - | 752,382 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.34% | 0.80% | 69,455 | 69,455 | 100.00% | 9,677,165 | Jun 30, 2024 |
| ALDEBARAN CAPITAL, LLC | 0.03% | 0.70% | 5,411 | -255 | -4.50% | 753,915 | Jun 30, 2024 |
| ISLAY CAPITAL MANAGEMENT, LLC | 0.03% | 0.52% | 5,182 | -896 | -14.74% | 722,008 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.10% | 0.47% | 20,877 | -8,297 | -28.44% | 2,908,792 | Jun 30, 2024 |
| PETERSON WEALTH SERVICES | 0.04% | 0.36% | 7,449 | 512 | 7.38% | 1,037,869 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.34% | 0.36% | 68,600 | 68,600 | 100.00% | 9,558,038 | Jun 30, 2024 |
| PETRA FINANCIAL ADVISORS INC | 0.02% | 0.34% | 3,418 | 3,418 | 100.00% | 476,230 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.27% | 0.33% | 256,025 | -57,547 | -18.35% | 35,671,963 | Jun 30, 2024 |
The largest IES shareholder by % of total assets is GENDELL JEFFREY L. The company owns 10.99M shares of IES (IESC), representing 53.57% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 6.98% | 0.01% | 1,411,093 | 101,713 | 7.77% | 196,607,623 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.43% | 0.00% | 86,676 | 82,546 | 1998.69% | 12,076,567 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.78% | 0.02% | 156,967 | 79,759 | 103.30% | 21,870,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.74% | 0.00% | 554,650 | 75,335 | 15.72% | 77,279,385 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.34% | 0.80% | 69,455 | 69,455 | 100.00% | 9,677,165 | Jun 30, 2024 |
| STEPHENS INC /AR/ | 0.34% | 0.15% | 68,691 | 68,691 | 100.00% | 9,570,717 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.34% | 0.36% | 68,600 | 68,600 | 100.00% | 9,558,038 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 0.60% | 3.02% | 122,195 | 64,831 | 113.02% | 17,025,429 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.31% | 0.00% | 63,289 | 63,289 | 100.00% | 8,818,056 | Jun 30, 2024 |
| APIS CAPITAL ADVISORS, LLC | 0.23% | 4.73% | 46,000 | 46,000 | 100.00% | 6,409,180 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.22% | 0.24% | 45,000 | 45,000 | 100.00% | 6,269,850 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.19% | 1.39% | 38,599 | 38,599 | 100.00% | 5,377,999 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.12% | 0.02% | 23,885 | 23,885 | 100.00% | 3,328,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.12% | 0.00% | 24,119 | 21,985 | 1030.22% | 3,360,501 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.03% | 0.00% | 208,523 | 20,312 | 10.79% | 29,058,790 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.25% | 0.01% | 51,450 | 20,247 | 64.89% | 7,168,528 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.27% | 0.00% | 55,167 | 20,240 | 57.95% | 7,686,418 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.43% | 0.00% | 87,069 | 19,357 | 28.59% | 12,131,323 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.09% | 0.00% | 18,800 | 16,600 | 754.55% | 2,619,404 | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.08% | 0.15% | 15,998 | 15,998 | 100.00% | 2,229,001 | Jun 30, 2024 |
As of Jun 30 2024, IES's largest institutional buyer is FMR LLC. The company purchased 101.71K stocks of IESC, valued at $196.61M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | 54.31% | 53.57% | 10,985,152 | -225,000 | -2.01% | 1,530,561,228 | Jun 30, 2024 |
| MORGAN STANLEY | 0.55% | 0.00% | 111,893 | -136,664 | -54.98% | 15,590,177 | Jun 30, 2024 |
| ALTRAVUE CAPITAL, LLC | 1.33% | 3.73% | 269,689 | -118,207 | -30.47% | 37,575,775 | Jun 30, 2024 |
| INVESCO LTD. | 0.06% | 0.00% | 11,227 | -67,223 | -85.69% | 1,564,258 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.27% | 0.33% | 256,025 | -57,547 | -18.35% | 35,671,963 | Jun 30, 2024 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | - | - | - | -31,899 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.20% | 0.00% | 40,455 | -31,040 | -43.42% | 5,636,596 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.27% | 1.02% | 54,159 | -22,821 | -29.65% | 7,545,973 | Jun 30, 2024 |
| STATE OF WYOMING | 0.32% | 1.48% | 64,618 | -21,066 | -24.59% | 9,003,226 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.26% | 0.01% | 52,772 | -20,772 | -28.24% | 7,353,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.22% | 0.01% | 43,967 | -18,101 | -29.16% | 6,125,922 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.13% | 0.01% | 25,819 | -16,384 | -38.82% | 3,597,362 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -16,209 | -100.00% | - | Jun 30, 2024 |
| MODERA WEALTH MANAGEMENT, LLC | 0.01% | 0.00% | 1,502 | -15,638 | -91.24% | 209,274 | Jun 30, 2024 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 5,808 | -14,919 | -71.98% | 809,229 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.12% | 0.01% | 23,900 | -13,400 | -35.92% | 3,329,987 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.17% | 0.00% | 34,111 | -9,930 | -22.55% | 4,752,686 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.02% | 0.00% | 3,899 | -8,547 | -68.67% | 543,000 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.10% | 0.47% | 20,877 | -8,297 | -28.44% | 2,908,792 | Jun 30, 2024 |
As of Jun 30 2024, IES's biggest institutional seller is GENDELL JEFFREY L. The company sold -0.23M shares of IESC, valued at $1.53B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.34% | 0.80% | 69,455 | 69,455 | 100.00% | 9,677,165 | Jun 30, 2024 |
| STEPHENS INC /AR/ | 0.34% | 0.15% | 68,691 | 68,691 | 100.00% | 9,570,717 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.34% | 0.36% | 68,600 | 68,600 | 100.00% | 9,558,038 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.31% | 0.00% | 63,289 | 63,289 | 100.00% | 8,818,056 | Jun 30, 2024 |
| APIS CAPITAL ADVISORS, LLC | 0.23% | 4.73% | 46,000 | 46,000 | 100.00% | 6,409,180 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.22% | 0.24% | 45,000 | 45,000 | 100.00% | 6,269,850 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.19% | 1.39% | 38,599 | 38,599 | 100.00% | 5,377,999 | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.08% | 0.15% | 15,998 | 15,998 | 100.00% | 2,229,001 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.05% | 0.03% | 10,485 | 10,485 | 100.00% | 1,460,875 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.03% | 0.17% | 6,700 | 6,700 | 100.00% | 933,511 | Jun 30, 2024 |
| NAVELLIER & ASSOCIATES INC | 0.03% | 0.09% | 5,267 | 5,267 | 100.00% | 733,851 | Jun 30, 2024 |
| ANNEX ADVISORY SERVICES, LLC | 0.03% | 0.03% | 5,148 | 5,148 | 100.00% | 717,271 | Jun 30, 2024 |
| STEAMBOAT CAPITAL PARTNERS, LLC | 0.02% | 0.26% | 4,996 | 4,996 | 100.00% | 696,093 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.02% | 0.00% | 4,542 | 4,542 | 100.00% | 632,837 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 4,481 | 4,481 | 100.00% | 624,338 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.02% | 0.06% | 4,383 | 4,383 | 100.00% | 610,683 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 4,221 | 4,221 | 100.00% | 588,112 | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | 0.02% | 0.01% | 3,843 | 3,843 | 100.00% | 535,445 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.00% | 3,500 | 3,500 | 100.00% | 487,655 | Jun 30, 2024 |
| PETRA FINANCIAL ADVISORS INC | 0.02% | 0.34% | 3,418 | 3,418 | 100.00% | 476,230 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.02% | 0.04% | 3,322 | 3,322 | 100.00% | 462,854 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.00% | 2,910 | 2,910 | 100.00% | 405,449 | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 0.01% | 0.00% | 2,500 | 2,500 | 100.00% | 348,000 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.01% | 0.18% | 2,349 | 2,349 | 100.00% | 327,286 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.01% | 0.00% | 2,320 | 2,320 | 100.00% | 323,246 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 0.02% | 2,156 | 2,156 | 100.00% | 300,395 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.01% | 0.05% | 1,780 | 1,780 | 100.00% | 248,007 | Jun 30, 2024 |
| MARINER, LLC | 0.01% | 0.00% | 1,683 | 1,683 | 100.00% | 234,492 | Jun 30, 2024 |
| EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 0.01% | 0.05% | 1,552 | 1,552 | 100.00% | 216,240 | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | 0.01% | 0.02% | 1,531 | 1,531 | 100.00% | 213,324 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.01% | 0.00% | 1,501 | 1,501 | 100.00% | 209,134 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 0.01% | 0.00% | 1,500 | 1,500 | 100.00% | 208,995 | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 0.01% | 0.00% | 1,223 | 1,223 | 100.00% | 170,401,000 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.01% | 534 | 534 | 100.00% | 74,000 | Jun 30, 2024 |
| CARMICHAEL HILL & ASSOCIATES, INC. | 0.00% | 0.02% | 400 | 400 | 100.00% | 55,732 | Jun 30, 2024 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 0.00% | 0.01% | 341 | 341 | 100.00% | 47,512 | Jun 30, 2024 |
| KBC GROUP NV | 0.00% | 0.00% | 263 | 263 | 100.00% | 37,000 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 100 | 100 | 100.00% | 13,933 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | 0.00% | 50 | 50 | 100.00% | 6,967 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 46 | 46 | 100.00% | 6,324 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 17 | 17 | 100.00% | 2,369 | Jun 30, 2024 |
| BELL INVESTMENT ADVISORS, INC | 0.00% | 0.00% | 13 | 13 | 100.00% | 1,812 | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | 0.00% | 0.00% | 11 | 11 | 100.00% | 1,533 | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | 9 | 9 | 100.00% | 1,254 | Jun 30, 2024 |
| J.SAFRA ASSET MANAGEMENT CORP | - | 0.00% | 7 | 7 | 100.00% | 975 | Jun 30, 2024 |
| JFS WEALTH ADVISORS, LLC | - | 0.00% | 6 | 6 | 100.00% | 836 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 3 | 3 | 100.00% | 418 | Jun 30, 2024 |
| DINUZZO PRIVATE WEALTH, INC. | - | 0.00% | 3 | 3 | 100.00% | 418 | Jun 30, 2024 |
| SJS INVESTMENT CONSULTING INC. | - | 0.00% | 3 | 3 | 100.00% | 418 | Jun 30, 2024 |
| TORONTO DOMINION BANK | - | - | 1 | 1 | 100.00% | 139 | Jun 30, 2024 |
IES's largest new institutional shareholder by number of shares is PORTOLAN CAPITAL MANAGEMENT, LLC, purchased 69.45K shares, valued at $9.68M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BREACH INLET CAPITAL MANAGEMENT, LLC | - | - | - | -31,899 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -16,209 | -100.00% | - | Jun 30, 2024 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -6,500 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -5,960 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,038 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -3,050 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | - | - | - | -2,168 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -1,703 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -1,065 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -451 | -100.00% | - | Jun 30, 2024 |
| SPIRE WEALTH MANAGEMENT | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
IES's largest sold out institutional shareholder by shares sold is BREACH INLET CAPITAL MANAGEMENT, LLC, sold -31.90K shares, valued at -, as of undefined.
IES Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE VALUE TRUST, INC. | 0.25% | 198,398 | -43,647 | -18.03% | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.13% | 62,874 | - | - | Mar 31, 2024 |
| PERRITT FUNDS INC | 0.07% | 9,000 | - | - | Jan 31, 2024 |
| Monteagle Funds | 0.06% | 2,360 | - | - | Feb 29, 2024 |
| ROYCE CAPITAL FUND | 0.04% | 15,884 | -5,616 | -26.12% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.03% | 297,115 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.02% | 16,916 | -1,070 | -5.95% | Mar 31, 2024 |
| FORUM FUNDS II | 0.02% | 17,184 | - | - | Jan 31, 2024 |
| Gabelli Global Small & Mid Cap Value Trust | 0.02% | 1,500 | -1,500 | -50.00% | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 58,473 | -2,609 | -4.27% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,998 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 516,418 | -10,500 | -1.99% | Jan 31, 2024 |
| ROYCE FUND | 0.01% | 36,416 | -12,384 | -25.38% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 34,600 | -3,020 | -8.03% | Mar 31, 2024 |
| Vericimetry Funds | 0.00% | 320 | -150 | -31.91% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 7,598 | -467 | -5.79% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 14,581 | -574 | -3.79% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,242 | -26 | -2.05% | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 24,713 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 298 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 4,055 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 97,746 | 86,385 | 760.36% | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 13,500 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 43,819 | -2,719 | -5.84% | Jan 31, 2024 |
| USCF ETF Trust | 0.00% | 190 | - | - | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 5,400 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,693 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 361,248 | -108,939 | -23.17% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 3,839 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 698,784 | 174,970 | 33.40% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 1,467 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 3,318 | 3,318 | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 802 | -267 | -24.98% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 10,300 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 87,093 | 2,560 | 3.03% | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 914 | 317 | 53.10% | Feb 29, 2024 |
| ALPS ETF Trust | 0.00% | 4,351 | -307 | -6.59% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 808 | - | - | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 21,992 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 32,239 | 25,907 | 409.14% | Feb 29, 2024 |
| AdvisorShares Trust | 0.00% | 1,086 | - | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 1,419 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 3,046 | 3,046 | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 1,827 | - | - | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 2,160 | 1,174 | 119.07% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 94,840 | 6,052 | 6.82% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 6,600 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 4,498 | 4,449 | 9079.59% | Feb 29, 2024 |
| Investment Managers Series Trust II | 0.00% | 2,285 | 720 | 46.01% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,091 | 1,679 | 407.52% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 1,615 | 1,615 | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 787 | -53 | -6.31% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 1,808 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,540 | -390 | -7.91% | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 6,958 | 1,634 | 30.69% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 3,220 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 67 | - | - | Apr 30, 2021 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 39,791 | 2,391 | 6.39% | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,933 | - | - | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 16,817 | 11,452 | 213.46% | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 12,822 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 4,002 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 2,779 | -706 | -20.26% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 7,881 | -140 | -1.75% | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 43,956 | 2,138 | 5.11% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 5,900 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 7,929 | 74 | 0.94% | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 7,200 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 3,157 | -233 | -6.87% | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 2,603 | - | - | Jan 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 541 | - | - | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 1,018 | -509 | -33.33% | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 2,141 | -89 | -3.99% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,789 | - | - | Dec 31, 2023 |
| Fidelity Rutland Square Trust II | 0.00% | 62,817 | 13,300 | 26.86% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 137 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,900 | 200 | 7.41% | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 1,052 | -59 | -5.31% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 5,204 | - | - | Mar 28, 2024 |
| VANGUARD WORLD FUND | 0.00% | 8,701 | 648 | 8.05% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 521 | 47 | 9.92% | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 1,169 | -1,026 | -46.74% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 1,494 | -376 | -20.11% | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 37,967 | 4,908 | 14.85% | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 4,142 | -5,733 | -58.06% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 22,244 | 1,917 | 9.43% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 302,466 | -20,988 | -6.49% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 75 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 4,594 | - | - | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 14,385 | - | - | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 5,025 | 4,358 | 653.37% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 5,203 | 5,203 | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 2,605 | 475 | 22.30% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 3,145 | -12 | -0.38% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 98 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,111 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 37 | - | - | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 584 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,146 | -4,241 | -78.73% | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 51 | - | - | Feb 29, 2024 |
IES's largest mutual fund holder by % of total assets is "ROYCE VALUE TRUST, INC.", owning 198.40K shares, compromising 0.25% of its total assets.
IES Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 74 | -54.88% |
| 31 Mar, 24 | 164 | 24.24% |
| 31 Dec, 23 | 132 | 13.79% |
| 30 Sep, 23 | 116 | 17.17% |
| 30 Jun, 23 | 99 | 11.24% |
| 31 Mar, 23 | 89 | 11.25% |
| 31 Dec, 22 | 80 | 3.90% |
| 30 Sep, 22 | 77 | -3.75% |
| 30 Jun, 22 | 80 | -10.11% |
| 31 Mar, 22 | 89 | -8.25% |
| 31 Dec, 21 | 97 | 4.30% |
| 30 Sep, 21 | 93 | -4.12% |
| 30 Jun, 21 | 97 | 1.04% |
| 31 Mar, 21 | 96 | 4.35% |
| 31 Dec, 20 | 92 | 13.58% |
| 30 Sep, 20 | 81 | 12.50% |
| 30 Jun, 20 | 72 | - |
| 31 Mar, 20 | 72 | 2.86% |
| 31 Dec, 19 | 70 | 12.90% |
| 30 Sep, 19 | 62 | 10.71% |
| 30 Jun, 19 | 56 | 7.69% |
| 31 Mar, 19 | 52 | -1.89% |
| 31 Dec, 18 | 53 | 8.16% |
| 30 Sep, 18 | 49 | -3.92% |
| 30 Jun, 18 | 51 | 4.08% |
| 31 Mar, 18 | 49 | -18.33% |
| 31 Dec, 17 | 60 | 13.21% |
| 30 Sep, 17 | 53 | -5.36% |
| 30 Jun, 17 | 56 | 3.70% |
| 31 Mar, 17 | 54 | -15.63% |
| 31 Dec, 16 | 64 | 3.23% |
| 30 Sep, 16 | 62 | 5.08% |
| 30 Jun, 16 | 59 | - |
As of 30 Jun 24, 74 institutions are holding IES's shares, representing a decrease of -54.88% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,858,973 | -89.80% |
| 31 Mar, 24 | 18,218,966 | 0.75% |
| 31 Dec, 23 | 18,084,004 | 1.92% |
| 30 Sep, 23 | 17,743,693 | 1.52% |
| 30 Jun, 23 | 17,477,929 | 1.71% |
| 31 Mar, 23 | 17,183,292 | 0.38% |
| 31 Dec, 22 | 17,117,779 | -1.41% |
| 30 Sep, 22 | 17,362,168 | -1.76% |
| 30 Jun, 22 | 17,673,246 | 0.93% |
| 31 Mar, 22 | 17,510,922 | 1.11% |
| 31 Dec, 21 | 17,318,209 | -0.46% |
| 30 Sep, 21 | 17,398,846 | -2.87% |
| 30 Jun, 21 | 17,912,664 | 3.23% |
| 31 Mar, 21 | 17,351,627 | 0.82% |
| 31 Dec, 20 | 17,210,644 | 2.26% |
| 30 Sep, 20 | 16,829,517 | 3.87% |
| 30 Jun, 20 | 16,202,160 | -2.99% |
| 31 Mar, 20 | 16,700,915 | 0.34% |
| 31 Dec, 19 | 16,644,808 | -0.09% |
| 30 Sep, 19 | 16,659,969 | 0.47% |
| 30 Jun, 19 | 16,581,495 | 0.09% |
| 31 Mar, 19 | 16,566,324 | -0.47% |
| 31 Dec, 18 | 16,644,769 | 0.23% |
| 30 Sep, 18 | 16,606,341 | 0.97% |
| 30 Jun, 18 | 16,447,468 | 0.47% |
| 31 Mar, 18 | 16,370,694 | -2.11% |
| 31 Dec, 17 | 16,723,316 | 0.53% |
| 30 Sep, 17 | 16,634,642 | -1.58% |
| 30 Jun, 17 | 16,901,155 | -0.62% |
| 31 Mar, 17 | 17,005,793 | 0.63% |
| 31 Dec, 16 | 16,899,903 | -5.00% |
| 30 Sep, 16 | 17,789,528 | -0.38% |
| 30 Jun, 16 | 17,857,299 | - |
IES (IESC) has 1.86M shares outstanding as of 30 Jun 24, down -89.80% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 9.19% | 0.11% |
| 31 Mar, 24 | 90.19% | 1.13% |
| 31 Dec, 23 | 89.53% | 1.16% |
| 30 Sep, 23 | 87.92% | 1.17% |
| 30 Jun, 23 | 86.65% | 1.19% |
| 31 Mar, 23 | 85.19% | 1.19% |
| 31 Dec, 22 | 84.57% | 1.20% |
| 30 Sep, 22 | 84.01% | 1.15% |
| 30 Jun, 22 | 85.30% | 1.20% |
| 31 Mar, 22 | 84.30% | 1.20% |
| 31 Dec, 21 | 83.65% | 1.19% |
| 30 Sep, 21 | 83.69% | 1.13% |
| 30 Jun, 21 | 86.00% | 1.23% |
| 31 Mar, 21 | 83.50% | 1.21% |
| 31 Dec, 20 | 83.00% | 1.26% |
| 30 Sep, 20 | 81.20% | 1.33% |
| 30 Jun, 20 | 78.17% | 1.22% |
| 31 Mar, 20 | 80.11% | 1.26% |
| 31 Dec, 19 | 79.70% | 1.28% |
| 30 Sep, 19 | 79.02% | 1.27% |
| 30 Jun, 19 | 78.80% | 1.28% |
| 31 Mar, 19 | 78.37% | 1.28% |
| 31 Dec, 18 | 78.39% | 1.28% |
| 30 Sep, 18 | 78.35% | 1.30% |
| 30 Jun, 18 | 77.58% | 1.30% |
| 31 Mar, 18 | 77.28% | 1.24% |
| 31 Dec, 17 | 78.90% | 1.29% |
| 30 Sep, 17 | 78.33% | 1.24% |
| 30 Jun, 17 | 79.35% | 1.24% |
| 31 Mar, 17 | 79.84% | 1.27% |
| 31 Dec, 16 | 79.39% | 1.14% |
| 30 Sep, 16 | 83.60% | 1.19% |
| 30 Jun, 16 | 83.85% | - |
As of 30 Jun 24, IES is held by 9.19% institutional shareholders, representing a 0.11% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 50 | -41.86% |
| 31 Mar, 24 | 86 | 21.13% |
| 31 Dec, 23 | 71 | 4.41% |
| 30 Sep, 23 | 68 | 30.77% |
| 30 Jun, 23 | 52 | 44.44% |
| 31 Mar, 23 | 36 | -5.26% |
| 31 Dec, 22 | 38 | 31.03% |
| 30 Sep, 22 | 29 | -21.62% |
| 30 Jun, 22 | 37 | 12.12% |
| 31 Mar, 22 | 33 | -19.51% |
| 31 Dec, 21 | 41 | 5.13% |
| 30 Sep, 21 | 39 | 2.63% |
| 30 Jun, 21 | 38 | -17.39% |
| 31 Mar, 21 | 46 | 4.55% |
| 31 Dec, 20 | 44 | 25.71% |
| 30 Sep, 20 | 35 | 25.00% |
| 30 Jun, 20 | 28 | -28.21% |
| 31 Mar, 20 | 39 | 25.81% |
| 31 Dec, 19 | 31 | 10.71% |
| 30 Sep, 19 | 28 | 12.00% |
| 30 Jun, 19 | 25 | 47.06% |
| 31 Mar, 19 | 17 | -15.00% |
| 31 Dec, 18 | 20 | -16.67% |
| 30 Sep, 18 | 24 | 20.00% |
| 30 Jun, 18 | 20 | 17.65% |
| 31 Mar, 18 | 17 | -52.78% |
| 31 Dec, 17 | 36 | 71.43% |
| 30 Sep, 17 | 21 | -25.00% |
| 30 Jun, 17 | 28 | 16.67% |
| 31 Mar, 17 | 24 | -22.58% |
| 31 Dec, 16 | 31 | -3.13% |
| 30 Sep, 16 | 32 | -45.76% |
| 30 Jun, 16 | 59 | - |
50 institutional shareholders have increased their position in IESC stock as of 30 Jun 24 compared to 86 in the previous quarter (a -41.86% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | -68.52% |
| 31 Mar, 24 | 54 | 22.73% |
| 31 Dec, 23 | 44 | 46.67% |
| 30 Sep, 23 | 30 | -14.29% |
| 30 Jun, 23 | 35 | -2.78% |
| 31 Mar, 23 | 36 | 50.00% |
| 31 Dec, 22 | 24 | -11.11% |
| 30 Sep, 22 | 27 | -6.90% |
| 30 Jun, 22 | 29 | -17.14% |
| 31 Mar, 22 | 35 | -7.89% |
| 31 Dec, 21 | 38 | 8.57% |
| 30 Sep, 21 | 35 | -2.78% |
| 30 Jun, 21 | 36 | 9.09% |
| 31 Mar, 21 | 33 | 10.00% |
| 31 Dec, 20 | 30 | -3.23% |
| 30 Sep, 20 | 31 | 24.00% |
| 30 Jun, 20 | 25 | 47.06% |
| 31 Mar, 20 | 17 | -29.17% |
| 31 Dec, 19 | 24 | 14.29% |
| 30 Sep, 19 | 21 | 61.54% |
| 30 Jun, 19 | 13 | -27.78% |
| 31 Mar, 19 | 18 | 5.88% |
| 31 Dec, 18 | 17 | 41.67% |
| 30 Sep, 18 | 12 | -36.84% |
| 30 Jun, 18 | 19 | 26.67% |
| 31 Mar, 18 | 15 | 36.36% |
| 31 Dec, 17 | 11 | -35.29% |
| 30 Sep, 17 | 17 | 21.43% |
| 30 Jun, 17 | 14 | -30.00% |
| 31 Mar, 17 | 20 | - |
| 31 Dec, 16 | 20 | -9.09% |
| 30 Sep, 16 | 22 | - |
| 30 Jun, 16 | - | - |
17 institutional shareholders have reduced their position in IESC stock as of 30 Jun 24 compared to 54 in the previous quarter (a -68.52% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 74 | -54.88% | 1,858,973 | -89.80% | 9.19% | 0.11% | 50 | -41.86% | 17 | -68.52% |
| 31 Mar, 24 | 164 | 24.24% | 18,218,966 | 0.75% | 90.19% | 1.13% | 86 | 21.13% | 54 | 22.73% |
| 31 Dec, 23 | 132 | 13.79% | 18,084,004 | 1.92% | 89.53% | 1.16% | 71 | 4.41% | 44 | 46.67% |
| 30 Sep, 23 | 116 | 17.17% | 17,743,693 | 1.52% | 87.92% | 1.17% | 68 | 30.77% | 30 | -14.29% |
| 30 Jun, 23 | 99 | 11.24% | 17,477,929 | 1.71% | 86.65% | 1.19% | 52 | 44.44% | 35 | -2.78% |
| 31 Mar, 23 | 89 | 11.25% | 17,183,292 | 0.38% | 85.19% | 1.19% | 36 | -5.26% | 36 | 50.00% |
| 31 Dec, 22 | 80 | 3.90% | 17,117,779 | -1.41% | 84.57% | 1.20% | 38 | 31.03% | 24 | -11.11% |
| 30 Sep, 22 | 77 | -3.75% | 17,362,168 | -1.76% | 84.01% | 1.15% | 29 | -21.62% | 27 | -6.90% |
| 30 Jun, 22 | 80 | -10.11% | 17,673,246 | 0.93% | 85.30% | 1.20% | 37 | 12.12% | 29 | -17.14% |
| 31 Mar, 22 | 89 | -8.25% | 17,510,922 | 1.11% | 84.30% | 1.20% | 33 | -19.51% | 35 | -7.89% |
| 31 Dec, 21 | 97 | 4.30% | 17,318,209 | -0.46% | 83.65% | 1.19% | 41 | 5.13% | 38 | 8.57% |
| 30 Sep, 21 | 93 | -4.12% | 17,398,846 | -2.87% | 83.69% | 1.13% | 39 | 2.63% | 35 | -2.78% |
| 30 Jun, 21 | 97 | 1.04% | 17,912,664 | 3.23% | 86.00% | 1.23% | 38 | -17.39% | 36 | 9.09% |
| 31 Mar, 21 | 96 | 4.35% | 17,351,627 | 0.82% | 83.50% | 1.21% | 46 | 4.55% | 33 | 10.00% |
| 31 Dec, 20 | 92 | 13.58% | 17,210,644 | 2.26% | 83.00% | 1.26% | 44 | 25.71% | 30 | -3.23% |
| 30 Sep, 20 | 81 | 12.50% | 16,829,517 | 3.87% | 81.20% | 1.33% | 35 | 25.00% | 31 | 24.00% |
| 30 Jun, 20 | 72 | - | 16,202,160 | -2.99% | 78.17% | 1.22% | 28 | -28.21% | 25 | 47.06% |
| 31 Mar, 20 | 72 | 2.86% | 16,700,915 | 0.34% | 80.11% | 1.26% | 39 | 25.81% | 17 | -29.17% |
| 31 Dec, 19 | 70 | 12.90% | 16,644,808 | -0.09% | 79.70% | 1.28% | 31 | 10.71% | 24 | 14.29% |
| 30 Sep, 19 | 62 | 10.71% | 16,659,969 | 0.47% | 79.02% | 1.27% | 28 | 12.00% | 21 | 61.54% |
| 30 Jun, 19 | 56 | 7.69% | 16,581,495 | 0.09% | 78.80% | 1.28% | 25 | 47.06% | 13 | -27.78% |
| 31 Mar, 19 | 52 | -1.89% | 16,566,324 | -0.47% | 78.37% | 1.28% | 17 | -15.00% | 18 | 5.88% |
| 31 Dec, 18 | 53 | 8.16% | 16,644,769 | 0.23% | 78.39% | 1.28% | 20 | -16.67% | 17 | 41.67% |
| 30 Sep, 18 | 49 | -3.92% | 16,606,341 | 0.97% | 78.35% | 1.30% | 24 | 20.00% | 12 | -36.84% |
| 30 Jun, 18 | 51 | 4.08% | 16,447,468 | 0.47% | 77.58% | 1.30% | 20 | 17.65% | 19 | 26.67% |
| 31 Mar, 18 | 49 | -18.33% | 16,370,694 | -2.11% | 77.28% | 1.24% | 17 | -52.78% | 15 | 36.36% |
| 31 Dec, 17 | 60 | 13.21% | 16,723,316 | 0.53% | 78.90% | 1.29% | 36 | 71.43% | 11 | -35.29% |
| 30 Sep, 17 | 53 | -5.36% | 16,634,642 | -1.58% | 78.33% | 1.24% | 21 | -25.00% | 17 | 21.43% |
| 30 Jun, 17 | 56 | 3.70% | 16,901,155 | -0.62% | 79.35% | 1.24% | 28 | 16.67% | 14 | -30.00% |
| 31 Mar, 17 | 54 | -15.63% | 17,005,793 | 0.63% | 79.84% | 1.27% | 24 | -22.58% | 20 | - |
| 31 Dec, 16 | 64 | 3.23% | 16,899,903 | -5.00% | 79.39% | 1.14% | 31 | -3.13% | 20 | -9.09% |
| 30 Sep, 16 | 62 | 5.08% | 17,789,528 | -0.38% | 83.60% | 1.19% | 32 | -45.76% | 22 | - |
| 30 Jun, 16 | 59 | - | 17,857,299 | - | 83.85% | - | 59 | - | - | - |
IES Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of IES's stock was made by McLauchlin Tracy on Aug 16 2024, selling 4,888 shares at $176.71 per share (valued at $863.76K).
IES Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 5 | 5 | 100.00% |
| Q2 2024 | 5 | 44 | 11.36% |
| Q1 2024 | 5 | 33 | 15.15% |
| Q4 2023 | 15 | 31 | 48.39% |
| Q3 2023 | 5 | 1 | 500.00% |
| Q2 2023 | 5 | 8 | 62.50% |
| Q1 2023 | 7 | 3 | 233.33% |
| Q4 2022 | 17 | 4 | 425.00% |
| Q3 2022 | 6 | - | - |
| Q2 2022 | 8 | - | - |
| Q1 2022 | 4 | - | - |
| Q4 2021 | 10 | 7 | 142.86% |
| Q3 2021 | 5 | 3 | 166.67% |
| Q2 2021 | 4 | 10 | 40.00% |
| Q1 2021 | 5 | 5 | 100.00% |
| Q4 2020 | 8 | 1 | 800.00% |
| Q3 2020 | 6 | 16 | 37.50% |
| Q2 2020 | 11 | 3 | 366.67% |
| Q1 2020 | 12 | 2 | 600.00% |
| Q4 2019 | 8 | 1 | 800.00% |
5 total buy trades, and 5 total sell trades (buy/sell ratio of 1.00%) were made by IES's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 5 | - |
| Q2 2024 | - | 44 | - |
| Q1 2024 | - | 30 | - |
| Q4 2023 | - | 27 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 7 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | 4 | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | - | 3 | - |
| Q2 2021 | - | 7 | - |
| Q1 2021 | - | 5 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 16 | - |
| Q2 2020 | 4 | 2 | 200.00% |
| Q1 2020 | 5 | - | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of IES's stocks.
IES Peer Ownership
| Ticker | Company |
|---|---|
| LMB | Limbach Holdings, Inc. |
| GVA | Granite Construction Incorporated |
| BBCP | Concrete Pumping Holdings, Inc. |
| KBR | KBR, Inc. |
| MTRX | Matrix Service Company |
| GLDD | Great Lakes Dredge & Dock Corporation |
| FIX | Comfort Systems USA, Inc. |
| EME | EMCOR Group, Inc. |
| ROAD | Construction Partners, Inc. |
| STRL | Sterling Infrastructure, Inc. |
| MYRG | MYR Group Inc. |
| PRIM | Primoris Services Corporation |
IESC Ownership FAQ
Who Owns IES?
IES is owned by institutional shareholders (9.19%), insiders (1.96%), and public (88.85%). The largest institutional shareholder of IES is GENDELL JEFFREY L (54.31% of total shares) and the top mutual fund owner is ROYCE VALUE TRUST, INC. (0.25% of total shares).
Who are the major institutional shareholders of IES?
IES's major institutional shareholders are GENDELL JEFFREY L, FMR LLC, DIMENSIONAL FUND ADVISORS LP, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 70.63% of the company's share outstanding.
How many IES shareholders are there?
As of Jun 2024, there are 74 institutional shareholders of IES.
What percentage of IES is owned by GENDELL JEFFREY L?
GENDELL JEFFREY L owns 10.99M shares of IES, representing 54.31% of the company's total shares outstanding, valued at $1.53B (as of Jun 2024).
What percentage of IES is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 1.41M shares of IES (IESC), compromising 6.98% of the company, valued at $196.61M.
What percentage of IES is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of IES. The company owns 721.09K of the company's shares outstanding (worth $100.47M).