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 | 62.82% | 10.55% | 26.63% |
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 | 229.17K | 1.15% | -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 |
---|---|---|---|---|
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 |
---|---|---|
2024 Q4 | - | 10 |
2024 Q3 | - | 22 |
2024 Q2 | - | 44 |
2024 Q1 | - | 30 |
2023 Q4 | - | 27 |
IESC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools