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
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 672320.2K $0.28 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 654421.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 652323K $0.01 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 652323K $0.02 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 629299.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 622296.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 609392.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 600285.9K $0.30 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 592293.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 590281.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 586279.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 582374.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 572272.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 569271.1K $0.14 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 568365.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 560277.4K $0.10 %0.00 %as of Feb 28, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 560266.8K $0.18 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 558276.4K $0.08 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 556264.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 537255.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST 535254.9K $1.47 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 528251.6K $0.54 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 491316.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 482238.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 476226.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 458226.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 411195.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 390193.2K $0.12 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 382189.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 369237.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
The Texas Fund Monteagle Funds 364180.3K $0.94 %0.00 %as of Feb 28, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 356169.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 314149.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 306145.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 295140.6K $0.25 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 291138.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 287142.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 287136.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 284135.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 279179.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 273135.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 265170.7K $0.31 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 256122K $0.15 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 227146.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 224106.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 220104.8K $0.68 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 218108K $0.03 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 217107.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 216102.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 211104.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 20999.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 20999.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 20899.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 20698.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 20095.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 196126.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 19592.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 18792.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 16883.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 16176.7K $0.24 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 160103.1K $0.17 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 158101.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 14669.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 14468.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 13765.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 13061.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II 12580.5K $2.53 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 12159.9K $0.06 %0.00 %as of Feb 28, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 10265.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8942.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 8038.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 8038.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 7336.2K $0.40 %0.00 %as of Feb 28, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 6330K $0.14 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 5929.2K $0.33 %0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 5827.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 5023.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4931.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 4428.3K $0.25 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 4421K $0.04 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 3617.2K $0.46 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 3522.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
Themes US Infrastructure ETF Themes ETF Trust 3315.7K $0.59 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 3215.2K $0.50 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 3014.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
iShares Texas Equity ETF iShares Trust 2712.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 2311K $0.09 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 2012.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 209.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1610.3K $0.13 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 125.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 94.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 83.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 52.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 31.5K $0.13 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 2952.9 $0.03 %0.00 %as of Mar 31, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 262.5K €2.01 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ALCLAM US EQUITIES ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 198.7K €2.98 %as of Dec 31, 2025 ↗
PARADOX EQUITY FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. 135.1K €0.63 %as of Dec 31, 2025 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 64.6K €2.62 %as of Dec 31, 2025 ↗

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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
Cite this page

Titelia. "Fund shareholders of IES Holdings Inc". https://titelia.com/en/stocks/ies-holdings-inc-US44951W1062