Ies HoldingsIESC
13F holders, Q4 2024 (December 31)255holders +17
41new positions
30sold out
6famous investors
$200.97avg. 13F price*
At the end of Q4 2024, 255 institutions reported holding Ies Holdings Inc. (IESC) in their 13F filings, up 17 from Q3 2024. 41 opened new positions and 30 sold out. The largest holders were Gendell Jeffrey L ($2.2B), FMR LLC ($289.4M) and Vanguard Group Inc. ($151.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ies Holdings Inc.
- Filed as
- IES HLDGS INC (Q4 2024)
- CUSIP
- 44951W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $44.3M |
| Exits | 30 | $36.2M |
All 13F filers, Q3 2024 → Q4 2024: 953,600 shares bought and 953,249 shares sold, net +351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Gendell Jeffrey L | 67.43% | Reduce -0.2% | 10,717,968 | $2.2B |
| FMR LLC | 0.02% | Reduce -2.4% | 1,440,280 | $289.4M |
| Vanguard Group Inc. | 0.00% | Add +38.9% | 753,331 | $151.4M |
| BlackRock, Inc. | 0.00% | Add +11.9% | 736,304 | $148.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.2% | 663,935 | $133.4M |
| Geode Capital Management, LLC | 0.00% | Add +17.0% | 244,620 | $49.2M |
| State Street Corp. | 0.00% | Reduce -3.1% | 203,404 | $40.9M |
| Invesco Ltd. | 0.01% | Add +27.6% | 200,799 | $40.4M |
| AltraVue Capital, LLC | 3.34% | Reduce -25.6% | 199,817 | $40.2M |
| Royce & Associates LP | 0.33% | Reduce -39.5% | 178,404 | $35.9M |
| Renaissance Technologies | 0.05% | Reduce -8.5% | 163,532 | $32.9M |
| Franklin Resources Inc. | 0.01% | Add +4.6% | 162,561 | $32.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -5.4% | 156,080 | $31.4M |
| Morgan Stanley | 0.00% | Add +7.9% | 132,659 | $26.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +140.3% | 125,500 | $25.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.5% | 106,993 | $21.5M |
| Ophir Asset Management Pty Ltd | 2.68% | Reduce -40.5% | 89,704 | $18.0M |
| Northern Trust Corp. | 0.00% | Add +1.2% | 84,702 | $17.0M |
| Summit Partners Public Asset Management, LLC | 0.56% | Reduce -29.8% | 83,801 | $16.8M |
| Hennessy Advisors Inc. | 0.49% | Add +6.9% | 82,600 | $16.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.2% | 81,457 | $16.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +125.0% | 74,615 | $15.0M |
| American Century Companies Inc. | 0.01% | Reduce -5.8% | 52,733 | $10.6M |
| Citadel Advisors | 0.01% | Add +25.1% | 50,731 | $10.2M |
| LPL Financial LLC | 0.00% | Add +588.0% | 46,426 | $9.3M |
| Man Group plc | 0.03% | New | 42,282 | $8.5M |
| JB Capital Partners LP | 1.61% | No change | 41,845 | $8.4M |
| Kennedy Capital Management LLC | 0.18% | Reduce -20.8% | 40,681 | $8.2M |
| Legato Capital Management LLC | 1.06% | Reduce -25.6% | 40,293 | $8.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -24.3% | 39,261 | $7.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.8% | 39,025 | $7.8M |
| First Trust Advisors LP | 0.01% | Reduce -6.7% | 37,432 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.4% | 36,759 | $7.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +36.8% | 35,315 | $7.1M |
| Cubist Systematic Strategies, LLC | 0.12% | New | 35,206 | $7.1M |
| Janus Henderson Group PLC | 0.00% | Add +17.0% | 35,070 | $7.0M |
| AQR Capital Management | 0.01% | Add +22.3% | 33,589 | $6.8M |
| AdvisorShares Investments LLC | 1.30% | New | 33,500 | $6.7M |
| Fundsmith Investment Services LTD. | 0.09% | New | 33,400 | $6.7M |
| State of Wyoming | 0.83% | Reduce -35.0% | 32,544 | $6.5M |
| Deutsche Bank AG | 0.00% | Add +40.8% | 30,703 | $6.2M |
| Algert Global LLC | 0.14% | Add +6.4% | 29,076 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.7% | 27,647 | $5.6M |
| UBS Group AG | 0.00% | Add +159.1% | 26,653 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.7% | 26,189 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.5% | 26,276 | $5.3M |
| Millennium Management | 0.00% | Add +650.6% | 25,462 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -29.0% | 23,892 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.7% | 23,155 | $4.7M |
| Apis Capital Advisors, LLC | 2.96% | Reduce -52.1% | 22,140 | $4.4M |
| Lazard Asset Management LLC | 0.01% | Add +21.3% | 21,978 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.7% | 21,352 | $4.3M |
| F/m Investments LLC | 0.15% | Reduce -62.1% | 20,689 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +1208.5% | 19,365 | $3.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -15.3% | 19,147 | $3.8M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 17,600 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -21.4% | 17,582 | $3.5M |
| Barclays PLC | 0.00% | Add +14.0% | 17,303 | $3.5M |
| Vident Advisory, LLC | 0.06% | Reduce -1.5% | 16,683 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -47.7% | 15,453 | $3.1M |
| RBF Capital, LLC | 0.16% | No change | 15,000 | $3.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -82.5% | 14,796 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 13,174 | $2.6M |
| Informed Momentum Co LLC | 0.37% | Reduce -27.2% | 12,828 | $2.6M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -22.5% | 12,097 | $2.5M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 12,297 | $2.5M |
| Steamboat Capital Partners, LLC | 0.74% | Add +142.0% | 11,833 | $2.4M |
| Raymond James Financial Inc. | 0.00% | — | 11,747 | $2.4M |
| AXA S.A. | 0.01% | New | 11,582 | $2.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -2.8% | 10,622 | $2.1M |
| Bantamac Capital, LLC | 0.95% | Reduce -13.9% | 10,495 | $2.1M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 10,269 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.14% | Reduce -28.8% | 10,179 | $2.0M |
| Annex Advisory Services, LLC | 0.06% | Reduce -1.1% | 9,901 | $2.0M |
| Wolverine Trading, LLC | 0.04% | Add +56.7% | 9,739 | $2.0M |
| Harvest Investment Services, LLC | 0.47% | Add +184.9% | 9,497 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -20.0% | 9,298 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -15.5% | 8,806 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 8,674 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +14.9% | 8,352 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 8,351 | $1.7M |
| Credit Agricole S A | 0.01% | Add +44.8% | 8,120 | $1.6M |
| Peterson Wealth Services | 0.50% | Add +1.3% | 8,110 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -7.1% | 7,809 | $1.6M |
| Norges Bank | 0.00% | New | 7,746 | $1.6M |
| LRT Capital Management, LLC | 1.17% | New | 7,447 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 7,352 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 7,339 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 7,018 | $1.4M |
| Convergence Investment Partners, LLC | 0.31% | Add +26.4% | 7,010 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -25.7% | 6,555 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Reduce -18.4% | 6,503 | $1.3M |
| Yorktown Management & Research Co Inc | 1.22% | No change | 6,340 | $1.3M |
| Truvestments Capital LLC | 0.31% | Add +13.3% | 5,988 | $1.2M |
| Cavalier Investments, LLC | 0.38% | Add +3.5% | 5,664 | $1.1M |
| Navellier & Associates Inc. | 0.13% | Add +70.9% | 5,190 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -51.8% | 5,092 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Add +4.9% | 5,050 | $1.0M |
| HSBC Holdings PLC | 0.00% | Add +78.4% | 4,934 | $995K |
| Marshall Wace, LLP | 0.00% | Reduce -72.2% | 4,788 | $962K |
| Scotia Capital Inc. | 0.01% | New | 4,752 | $955K |
| Two Sigma Advisers, LP | 0.00% | Reduce -63.0% | 4,700 | $945K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 4,681 | $941K |
| Polar Asset Management Partners Inc. | 0.02% | Reduce -73.1% | 4,658 | $936K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.2% | 4,351 | $874K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.85% | — | 4,289 | $862K |
| Intech Investment Management LLC | 0.01% | Add +39.2% | 4,242 | $852K |
| Aldebaran Capital, LLC | 0.79% | Reduce -23.9% | 4,119 | $828K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 4,091 | $822K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1856.7% | 4,070 | $818K |
| Colonial River Investments, LLC | 0.39% | Add +6.6% | 4,043 | $812K |
| Sei Investments Co. | 0.00% | Add +39.5% | 4,042 | $812K |
| Axxcess Wealth Management, LLC | 0.02% | Add +6.3% | 4,020 | $808K |
| STRS Ohio | 0.00% | Reduce -4.8% | 4,000 | $804K |
| Nebula Research & Development LLC | 0.09% | Reduce -8.7% | 3,930 | $790K |
| Handelsbanken Fonder AB | 0.00% | Add +21.9% | 3,900 | $784K |
| Petra Financial Advisors Inc. | 0.53% | Reduce -0.6% | 3,874 | $779K |
| PFG Advisors | 0.05% | Add +3.0% | 3,810 | $766K |
| NewEdge Advisors, LLC | 0.00% | Add +103.3% | 3,671 | $738K |
| SG Americas Securities, LLC | 0.00% | Reduce -36.6% | 3,668 | $737K |
| Engineers Gate Manager LP | 0.01% | Add +40.9% | 3,641 | $732K |
| Bourgeon Capital Management LLC | 0.14% | Reduce -27.4% | 3,568 | $717K |
| Dark Forest Capital Management LP | 0.10% | Reduce -54.4% | 3,506 | $705K |
| Balyasny Asset Management L.P. | 0.00% | No change | 3,458 | $695K |
| Moran Wealth Management, LLC | 0.02% | Add +1.8% | 3,401 | $683K |
| PDT Partners, LLC | 0.06% | No change | 3,312 | $666K |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.9% | 3,298 | $663K |
| Ritholtz Wealth Management | 0.02% | Reduce -2.4% | 3,256 | $654K |
| Optimum Investment Advisors | 0.29% | Add +8.3% | 3,250 | $653K |
| Gotham Asset Management | 0.01% | New | 3,219 | $647K |
| Occudo Quantitative Strategies LP | 0.12% | Add +34.2% | 3,216 | $646K |
| Corient Private Wealth LP | 0.00% | Reduce -61.6% | 3,211 | $645K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 3,100 | $623K |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 3,008 | $605K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1893.2% | 2,930 | $589K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.6% | 2,815 | $565K |
| Boston Partners | 0.00% | Reduce -50.7% | 2,786 | $560K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 2,597 | $522K |
| Gsa Capital Partners LLP | 0.04% | Reduce -43.8% | 2,532 | $509K |
| Voya Investment Management LLC | 0.00% | Reduce -7.5% | 2,483 | $499K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 2,472 | $497K |
| Envestnet Asset Management Inc. | 0.00% | Add +49.1% | 2,452 | $493K |
| Cambria Investment Management, L.P. | 0.03% | Add +10.4% | 2,401 | $483K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,399 | $482K |
| Aviva PLC | 0.00% | Reduce -37.4% | 2,364 | $475K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 2,317 | $466K |
| Wexford Capital LP | 0.12% | Add +7.0% | 2,300 | $462K |
| Forge First Asset Management Inc. | 0.16% | Reduce -49.9% | 2,253 | $453K |
| Alps Advisors Inc. | 0.00% | No change | 2,221 | $446K |
| Portolan Capital Management, LLC | 0.03% | Reduce -94.5% | 2,186 | $439K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -6.9% | 2,160 | $434K |
| Itau Unibanco Holding S.A. | 0.01% | New | 2,100 | $427K |
| Tidal Investments LLC | 0.00% | Add +26.6% | 2,107 | $423K |
| D. E. Shaw & Co. | 0.00% | New | 2,100 | $422K |
| Virtu Financial LLC | 0.02% | New | 2,079 | $418K |
| Vestcor Inc | 0.01% | No change | 2,047 | $411K |
| Creative Planning | 0.00% | Add +23.4% | 2,036 | $409K |
| 1ST Source Bank | 0.02% | No change | 2,000 | $402K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +49.7% | 2,000 | $402K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +49.7% | 2,000 | $402K |
| Precision Wealth Strategies, LLC | 0.30% | Reduce -4.4% | 1,955 | $393K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,950 | $392K |
| KLP Kapitalforvaltning As | 0.00% | — | 1,900 | $382K |
| Point72 (DIFC) Ltd | 0.03% | New | 1,842 | $370K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,796 | $361K |
| Natixis | 0.00% | No change | 1,779 | $358K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +132.0% | 1,754 | $352K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.1% | 1,716 | $349K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 1,688 | $339K |
| City Center Advisors, LLC | 0.36% | Reduce -23.4% | 1,613 | $324K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.8% | 1,587 | $319K |
| HighTower Advisors, LLC | 0.00% | New | 1,582 | $318K |
| Mariner, LLC | 0.00% | Reduce -11.3% | 1,506 | $303K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 1,500 | $301K |
| Militia Capital Partners, LP | 0.27% | — | 1,400 | $281K |
| Cynosure Group, LLC | 0.04% | Reduce -35.9% | 1,349 | $271K |
| Insight Wealth Strategies, LLC | 0.04% | No change | 1,338 | $269K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.6% | 1,243 | $250K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -18.0% | 1,231 | $247K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,223 | $246K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,215 | $244K |
| Benjamin Edwards Inc. | 0.00% | New | 1,181 | $237K |
| Souders Financial Advisors | 0.03% | Reduce -4.8% | 1,151 | $231K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 1,120 | $225K |
| BlueSky Wealth Advisors, LLC | 0.03% | No change | 1,100 | $221K |
| MAI Capital Management | 0.00% | New | 1,070 | $215K |
| Highland Capital Management, LLC | 0.01% | New | 1,055 | $212K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.2% | 1,034 | $208K |
| Ieq Capital, LLC | 0.00% | New | 1,032 | $207K |
| Andina Capital Management, LLC | 0.17% | Reduce -59.3% | 1,016 | $204K |
| Callahan Advisors, LLC | 0.02% | New | 1,000 | $201K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,000 | $201K |
| Gabelli Funds LLC | 0.00% | New | 1,000 | $201K |
| Walleye Capital LLC | 0.00% | New | 942 | $189K |
| Cwm, LLC | 0.00% | Add +31.7% | 898 | $180K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.6% | 861 | $173K |
| Covestor Ltd | 0.11% | Reduce -26.8% | 837 | $168K |
| New York State Teachers Retirement System | 0.00% | No change | 717 | $144K |
| Ausbil Investment Management Ltd | 0.08% | Reduce -69.3% | 578 | $130K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.9% | 551 | $111K |
| City State Bank | 0.04% | New | 525 | $106K |
| Comerica Bank | 0.00% | Add +44.9% | 507 | $102K |
| KBC Group NV | 0.00% | Add +52.5% | 401 | $81K |
| Sunbelt Securities, Inc. | 0.01% | No change | 395 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.0% | 380 | $76K |
| Jones Financial Companies LLLP | 0.00% | New | 370 | $74K |
| AlphaQuest LLC | 0.01% | Reduce -52.1% | 368 | $74K |
| Harbour Investments, Inc. | 0.00% | New | 355 | $71K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -1.5% | 336 | $68K |
| Amalgamated Bank | 0.00% | No change | 288 | $58K |
| National Bank of Canada | 0.00% | New | 271 | $54K |
| GAMMA Investing LLC | 0.00% | Add +5.4% | 235 | $47K |
| Federated Hermes, Inc. | 0.00% | Reduce -27.7% | 227 | $46K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $40K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 185 | $37K |
| Smithfield Trust Co | 0.00% | New | 170 | $34K |
| J.Safra Asset Management Corp | 0.00% | Add +56.8% | 138 | $28K |
| Blue Trust, Inc. | 0.00% | New | 118 | $24K |
| Larson Financial Group LLC | 0.00% | Add +97.9% | 95 | $19K |
| Matrix Trust Co | 0.00% | Add +7.5% | 86 | $17K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.01% | — | 70 | $14K |
| CI Investments Inc. | 0.00% | New | 64 | $13K |
| SBI Securities Co., Ltd. | 0.00% | — | 60 | $12K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 51 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 46 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +11.4% | 39 | $8K |
| US Bancorp \de | 0.00% | No change | 32 | $6K |
| Signaturefd, LLC | 0.00% | Add +107.1% | 29 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.2% | 26 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +116.7% | 26 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 25 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Add +100.0% | 24 | $5K |
| LRI Investments, LLC | 0.00% | No change | 23 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 16 | $3K |
| Quadrant Capital Group LLC | 0.00% | New | 14 | $3K |
| Altshuler Shaham Ltd | 0.00% | Reduce -39.1% | 14 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +116.7% | 13 | $3K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +300.0% | 12 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 11 | $2K |
| Hemington Wealth Management | 0.00% | Add +37.5% | 11 | $2K |
| Global Retirement Partners, LLC | 0.00% | New | 9 | $2K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 8 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 8 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +75.0% | 7 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +200.0% | 6 | $1K |
| True Wealth Design, LLC | 0.00% | Add +150.0% | 5 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 3 | $603 |
| Concord Wealth Partners | 0.00% | No change | 3 | $603 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $603 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $201 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $201 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $201 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $201 |
"% of holder's portfolio" is IESC's weight in each manager's 13F, not the share of Ies Holdings Inc. the manager owns.