IES Holdings, Inc. - COMMON STOCK (IESC)

CUSIP: 44951W106

Q4 2021 13F Holders as of 31 Dec 2021

Holder snapshot 6 signals
Share change
-86,646
SEC-reported price per share
$50.64
Number of holders
98
Value change
-$4,094,266
Number of buys
39
Number of sells
45
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
19,930,635

Security key

44951W106

Report period

Q4 2021

Institutions

98

Top holders

10

Ownership snapshot

Top reported holders of IESC - IES Holdings, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Jeffrey L. Gendell
Disclosed value leader
Jeffrey L. Gendell
Comparable rows
15/15
Latest evidence
30 Sep 2021
13F Lead comparable stake: 57% Showing 1-6 of 15 holder rows.

Quick read

Jeffrey L. Gendell leads the comparable SEC ownership view at 57%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Jeffrey L. Gendell's linked filing trail.
Comparable ownership Top 5
Jeffrey L. Gendell 57%
FMR LLC 3.8%
BlackRock Finance, Inc. 3.4%
DIMENSIONAL FUND ADVISORS LP 3.3%
ROYCE & ASSOCIATES LP 3.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Jeffrey L. Gendell
13F
Individual
13F
57%
$521,756,000
11,419,482 shares
30 Sep 2021
FMR LLC
13F
Company
13F
3.8%
$34,697,000
759,417 shares
30 Sep 2021
BlackRock Finance, Inc.
13F
Company
13F
3.4%
$31,170,000
682,232 shares
30 Sep 2021
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
3.3%
$30,052,000
657,741 shares
30 Sep 2021
ROYCE & ASSOCIATES LP
13F
Company
13F
3.2%
$28,839,000
631,199 shares
30 Sep 2021
AltraVue Capital, LLC
13F
Company
13F
2.4%
$21,962,000
480,671 shares
30 Sep 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
98
Shares
17,318,643
Rows available
98
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
94
Q4 2021 holders
98
Holder diff
4
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 value Q4 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .