Titelia

Fund shareholders of IES Holdings Inc

ISIN US44951W1062 · United States · LEI 549300687T8E6LN6EN72

Fund shareholders
300
Of which ETFs
82 218 other funds
Value held
2.9B $ 297.1M SEK · 661K €
Share of capital
26.3 % of 19.9M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,9992.5M $0.01 %0.03 %as of Feb 28, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 4,9962.4M $0.05 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 4,9312.4M $0.03 %0.02 %as of Feb 28, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 4,6352.3M $0.16 %0.02 %as of Feb 28, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 4,5702.9M $2.43 %0.02 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,5442.9M $0.01 %0.02 %as of Apr 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 4,3692.2M $0.32 %0.02 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 4,3332.8M $0.10 %0.02 %as of Apr 30, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 4,33019.6M SEK3.81 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 4,3162.1M $0.22 %0.02 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,2882M $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 4,2172M $0.15 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,0622.6M $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 4,0462M $0.09 %0.02 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,0251.9M $0.21 %0.02 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 3,9162.5M $0.18 %0.02 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 3,8011.8M $0.27 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,6591.7M $0.24 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 3,6331.8M $0.15 %0.02 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,5931.8M $0.25 %0.02 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 3,3691.7M $0.43 %0.02 %as of Feb 28, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,3571.6M $1.42 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,3001.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3,2432.1M $0.29 %0.02 %as of Apr 30, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 3,2311.5M $0.99 %0.02 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 3,1782M $0.29 %0.02 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,1401.5M $0.06 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 3,1132M $0.32 %0.02 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,0832M $0.08 %0.02 %as of Apr 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 3,0691.5M $0.23 %0.02 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,0501.5M $0.08 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 3,0081.4M $0.17 %0.02 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,8551.4M $0.14 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 2,8141.8M $0.01 %0.01 %as of Apr 30, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 2,7071.3M $0.92 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,6931.3M $0.07 %0.01 %as of Mar 31, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 2,6701.7M $0.08 %0.01 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,6641.3M $0.13 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,6561.7M $0.18 %0.01 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,5891.7M $0.01 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,5851.7M $0.07 %0.01 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,5801.7M $0.05 %0.01 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,5501.2M $0.01 %0.01 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 2,3581.5M $0.48 %0.01 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,3301.1M $0.14 %0.01 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 2,2711.1M $0.04 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,2321.4M $0.18 %0.01 %as of Apr 30, 2026 ↗
Polen 5Perspectives Small Growth Fund FundVantage Trust 2,1511.4M $2.26 %0.01 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 1,990985.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,9791.3M $0.27 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,9781.3M $0.06 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,933921K $0.29 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,779847.6K $0.15 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,7621.1M $0.04 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,724821.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Developing Growth Portfolio LORD ABBETT SERIES FUND INC 1,651786.7K $1.35 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,639780.9K $0.14 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 1,589757.1K $1.07 %0.01 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 1,580752.8K $0.17 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 1,550767.8K $0.11 %0.01 %as of Feb 28, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 1,507718K $0.43 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,441928.1K $0.07 %0.01 %as of Apr 30, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 1,403903.6K $1.09 %0.01 %as of Apr 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 1,397665.6K $0.14 %0.01 %as of Mar 31, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 1,380657.5K $1.77 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,340663.8K $0.05 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,323852.1K $0.21 %0.01 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,310624.2K $0.46 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,299618.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST 1,295834.1K $1.87 %0.01 %as of Apr 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 1,293640.5K $0.30 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,266603.2K $0.14 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,235795.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,223582.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 1,126725.2K $2.99 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1,112550.8K $0.11 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,095521.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,081515.1K $0.15 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 1,067508.4K $0.15 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,063506.5K $0.06 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,009480.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Simplicity Global Tema Simplicity AB 1,0004.4M SEK1.95 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 998475.5K $0.14 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 975628K $0.18 %0.00 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 972626K $0.52 %0.00 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 966460.3K $0.15 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 955455K $0.03 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 949452.2K $0.22 %0.00 %as of Mar 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 940605.4K $1.69 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 863411.2K $0.34 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 814403.2K $0.06 %0.00 %as of Feb 28, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 811386.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 784388.4K $0.46 %0.00 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 755359.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 750371.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 750357.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 715354.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 714459.9K $0.18 %0.00 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 686326.9K $0.15 %0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 685441.2K $2.41 %0.00 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
AdvisorShares Focused Equity ETF AdvisorShares Trust 5.09 %as of Mar 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 3.81 %as of Mar 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 3.35 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 3.13 %as of Apr 30, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 2.99 %as of Apr 30, 2026 ↗
GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.98 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.62 %as of Dec 31, 2025 ↗
Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II 2.53 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 2.48 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 2.45 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2291-75,169,721+11.4 %
2026Q1298+274,639,771-2.8 %
2025Q4271+64,773,131-2.5 %
2025Q3265-84,896,911+1.2 %
2025Q2273+154,840,286+15.4 %
2025Q1258+144,193,248+8.5 %
2024Q4244+233,863,602+11.1 %
2024Q3221+163,477,687+9.1 %
2024Q2205+293,187,432+3.7 %
2024Q117603,075,074+3.7 %
2023Q41762,965,856

Institutional managers

340 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
GENDELL JEFFREY L10,340,2484.9B $as of Mar 31, 2026
FMR LLC2,371,7451.1B $as of Mar 31, 2026
BlackRock, Inc.709,571338.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP457,949218.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP349,163166.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC295,842141M $as of Mar 31, 2026
Pertento Partners LLP231,239110.2M $as of Mar 31, 2026
STATE STREET CORP207,54498.9M $as of Mar 31, 2026
UBS Group AG178,39985M $as of Mar 31, 2026
MORGAN STANLEY177,59084.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC165,17478.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP156,39374.5M $as of Mar 31, 2026
Thrivent Financial for Lutherans152,66772.7K $as of Mar 31, 2026
ROYCE & ASSOCIATES LP149,02971M $as of Mar 31, 2026
AltraVue Capital, LLC129,76761.8M $as of Mar 31, 2026
Parsifal Capital Management, LP90,06742.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC83,48539.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC82,35239.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC80,46938.3M $as of Mar 31, 2026
Invesco Ltd.77,70237M $as of Mar 31, 2026
NORTHERN TRUST CORP76,87136.6M $as of Mar 31, 2026
LORD, ABBETT & CO. LLC72,37034.5K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC68,71732.7M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/62,23629.7K $as of Mar 31, 2026
Ophir Asset Management Pty Ltd55,03326.2M $as of Mar 31, 2026

Declared shareholders of IES Holdings Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other11.90 %2,371,746as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of IES Holdings Inc". https://titelia.com/en/stocks/ies-holdings-inc-US44951W1062