EXENCIAL WEALTH ADVISORS, LLC - IES HLDGS INC ownership

IES HLDGS INC's ticker is IESC and the CUSIP is 44951W106. A total of 135 filers reported holding IES HLDGS INC in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of IES HLDGS INC
ValueSharesWeighting
Q2 2024$244,803
-59.7%
1,757
-64.9%
0.01%
-60.9%
Q1 2024$608,200
+39.6%
5,000
-9.1%
0.02%
+27.8%
Q4 2023$435,710
+20.3%
5,5000.0%0.02%0.0%
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 12,355,145$213,126,00014.74%
Bridge City Capital, LLC 66,226$1,142,0000.83%
PERRITT CAPITAL MANAGEMENT INC 137,776$2,377,0000.66%
Malaga Cove Capital, LLC 38,433$663,0000.37%
WEBER ALAN W 41,845$732,0000.32%
Legato Capital Management LLC 110,957$1,914,0000.28%
Edge Wealth Management LLC 40,120$696,0000.20%
Unison Advisors LLC 13,362$230,0000.17%
Zebra Capital Management LLC 19,774$341,0000.12%
ROYCE & ASSOCIATES LP 917,944$15,835,0000.10%
View complete list of IES HLDGS INC shareholders