EXENCIAL WEALTH ADVISORS, LLC - IES HLDGS INC ownership

IES HLDGS INC's ticker is IESC and the CUSIP is 44951W106. A total of 1 filers reported holding IES HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of IES HLDGS INC
ValueSharesWeighting
Q3 2023$362,285
-9.0%
5,500
-21.4%
0.02%0.0%
Q2 2023$398,160
+32.0%
7,0000.0%0.02%
+12.5%
Q1 2023$301,630
+6.0%
7,000
-12.5%
0.02%
+6.7%
Q4 2022$284,560
+28.8%
8,0000.0%0.02%
+15.4%
Q3 2022$221,000
-12.3%
8,000
-4.2%
0.01%
-7.1%
Q2 2022$252,000
-29.2%
8,350
-5.6%
0.01%
-22.2%
Q1 2022$356,000
-20.5%
8,8500.0%0.02%
-18.2%
Q4 2021$448,000
-2.0%
8,850
-11.5%
0.02%
+10.0%
Q3 2021$457,000
-17.7%
10,000
-9.1%
0.02%
-39.4%
Q1 2021$555,000
+34.4%
11,000
-15.4%
0.03%
+50.0%
Q3 2020$413,00013,0000.02%
Other shareholders
IES HLDGS INC shareholders Q4 2023
NameSharesValueWeighting ↓
GENDELL JEFFREY L 11,410,152$344,244,00039.77%
AltraVue Capital, LLC 523,631$15,798,0002.32%
Coombe, Bender & Co LLC 70,016$2,112,0001.79%
APIS CAPITAL ADVISORS, LLC 38,000$1,146,0001.29%
State of Wyoming 52,691$1,590,0000.98%
Legato Capital Management LLC 113,685$3,430,0000.77%
Otter Creek Advisors, LLC 24,216$731,0000.49%
JB CAPITAL PARTNERS LP 41,845$1,262,0000.34%
PERRITT CAPITAL MANAGEMENT INC 11,788$356,0000.22%
ROYCE & ASSOCIATES LP 526,399$15,881,0000.16%
View complete list of IES HLDGS INC shareholders