IES Ownership | Who Owns IES?
IES Ownership Summary
IES is owned by 96.01% institutional investors, 1.70% insiders, and 2.29% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 52.73% 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 | 96.01% | 1.70% | 2.29% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.53M | 52.73% | $4.19B |
| Fmr | 2.07M | 10.35% | $821.72M |
| Vanguard group | 867.21K | 4.34% | $344.84M |
| Blackrock funding, inc. /de | 709.06K | 3.55% | $281.96M |
| Blackrock | 614.00K | 3.04% | $85.55M |
| Dimensional fund advisors lp | 502.76K | 2.52% | $199.91M |
| First trust advisors lp | 323.89K | 1.62% | $128.80M |
| Geode capital management | 268.38K | 1.34% | $106.73M |
| State street | 203.39K | 1.02% | $80.88M |
| Pertento partners llp | 178.77K | 0.90% | $71.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gendell jeffrey l | 10.53M | 77.02% | $4.19B |
| Pertento partners llp | 178.77K | 8.25% | $71.09M |
| Altravue capital | 166.27K | 5.48% | $66.12M |
| Coombe, bender | 55.18K | 4.53% | $7.69M |
| Tradelink capital | 1.26K | 3.61% | $502.00K |
| Sg capital management | 97.09K | 3.44% | $38.61M |
| Ophir asset management pty | 64.54K | 3.17% | $25.66M |
| United capital management of ks | 46.50K | 2.52% | $18.49M |
| Parsifal capital management, lp | 64.80K | 2.40% | $25.77M |
| Advisorshares investments | 33.56K | 2.18% | $13.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 323.89K | 0.10% | 293.98K |
| Sg capital management | 97.09K | 3.44% | 97.09K |
| Driehaus capital management | 80.07K | 0.23% | 80.07K |
| Parsifal capital management, lp | 64.80K | 2.40% | 64.80K |
| Swedbank ab | 81.00K | 0.03% | 49.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.07M | 0.04% | -321.12K |
| Gendell jeffrey l | 10.53M | 77.02% | -145.84K |
| Hennessy advisors | - | - | -74.10K |
| Capital investors | - | - | -63.29K |
| Thrivent financial for lutherans | 148.94K | 0.12% | -60.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sg capital management | 97.09K | 3.44% | 97.09K | $38.61M |
| Driehaus capital management | 80.07K | 0.23% | 80.07K | $31.84M |
| Parsifal capital management, lp | 64.80K | 2.40% | 64.80K | $25.77M |
| Bridgewater associates, lp | 17.35K | 0.03% | 17.35K | $6.90M |
| Palisades investment partners | 13.31K | 2.08% | 13.31K | $5.29M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Td capital management | -1.00 |
| Toronto dominion bank | -1.00 |
| Twin peaks wealth advisors | -2.00 |
| Wealthtrak capital management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 322 | 12.98% | 19,173,523 | 0.30% | 96 | 1.05% | 170 | 8.28% | 91 | 1.11% |
| Jun 30, 2025 | 279 | 6.08% | 18,886,886 | 0.62% | 94 | 1.07% | 153 | 21.43% | 88 | -5.38% |
| Mar 31, 2025 | 260 | -5.11% | 18,760,093 | 1.78% | 93 | 1.10% | 124 | -12.68% | 92 | 9.52% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Stock Selector Small Cap | 292.64K | 1.47% | -29.20K |
| First Trust RBA Amer Indl RenaisTM ETF | 287.44K | 1.45% | 1.80K |
| Vanguard Total Stock Mkt Idx Inv | 282.29K | 1.42% | -8.38K |
| Fidelity Series Small Cap Opps | 252.17K | 1.27% | -18.60K |
| Vanguard US Total Market Shares ETF | 251.94K | 1.26% | - |
| Strategic Advisers Fidelity US TtlStk | 234.40K | 1.18% | 770.00 |
| Fidelity Small Cap Value Fund | 232.91K | 1.17% | - |
| iShares Russell 2000 ETF | 218.20K | 1.10% | - |
| Vanguard Small Cap Index | 216.91K | 1.09% | -1.28K |
| Fidelity Small Cap Discovery | 203.99K | 1.03% | 6.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2025 | Koshkin Joe D | - | Sell | $1.89M |
| Dec 09, 2025 | Koshkin Joe D | - | Sell | $181.29K |
| Dec 09, 2025 | Koshkin Joe D | - | Sell | $181.05K |
| Dec 03, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $1.19M |
| Dec 03, 2025 | GENDELL JEFFREY L ET AL | Executive Chairman | Sell | $5.41M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 23 |
| 2025 Q3 | - | 58 |
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 10 |
IESC Ownership FAQ
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