Idaho Strategic ResourcesIDR
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 29 institutions reported holding Idaho Strategic Resources Inc. (IDR) in their 13F filings, up 12 from Q1 2024. 14 opened new positions and 1 sold out. The largest holders were Vanguard Group Inc. ($4.9M), JW Asset Management, LLC ($2.7M) and BlackRock Inc. ($1.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Idaho Strategic Resources Inc.
- CUSIP
- 645827205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.3M |
| Exits | 1 | $668 |
All 13F filers, Q1 2024 → Q2 2024: 310,242 shares bought and 16,634 shares sold, net +293,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Vanguard Group Inc. | 0.00% | Add +5.6% | 492,164 | $4.9M |
| JW Asset Management, LLC | 1.10% | No change | 271,697 | $2.7M |
| BlackRock Inc. | 0.00% | Add +3.5% | 148,267 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +6.6% | 105,310 | $1.0M |
| Informed Momentum Co LLC | 0.13% | New | 83,099 | $819K |
| Renaissance Technologies | 0.00% | Add +24.7% | 60,750 | $599K |
| Brighton Jones LLC | 0.02% | New | 50,341 | $496K |
| Northern Trust Corp. | 0.00% | Add +38.9% | 41,168 | $406K |
| Citadel Advisors | 0.00% | New | 27,750 | $274K |
| Navellier & Associates Inc. | 0.03% | New | 24,348 | $240K |
| Salem Investment Counselors Inc. | 0.01% | No change | 17,354 | $171K |
| Millennium Management | 0.00% | New | 16,921 | $167K |
| NewEdge Advisors, LLC | 0.00% | New | 16,583 | $164K |
| Financial Advocates Investment Management | 0.01% | Reduce -18.1% | 11,276 | $111K |
| State Street Corp. | 0.00% | Add +9.8% | 11,200 | $110K |
| Dimensional Fund Advisors LP | 0.00% | New | 10,979 | $108K |
| Simplex Trading, LLC | 0.00% | Add +2097.5% | 9,691 | $95K |
| Hillsdale Investment Management Inc. | 0.00% | New | 4,358 | $43K |
| WR Wealth Planners, LLC | 0.01% | Add +145.2% | 3,923 | $39K |
| Bank of America Corp. | 0.00% | New | 574 | $6K |
| Royal Bank of Canada | 0.00% | New | 528 | $5K |
| Global Retirement Partners, LLC | 0.00% | New | 485 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 382 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.6% | 200 | $2K |
| UBS Group AG | 0.00% | New | 164 | $2K |
| VitalStone Financial, LLC | 0.00% | No change | 100 | $986 |
| Barclays PLC | 0.00% | New | 91 | $897 |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 26 | $256 |
| Coston, McIsaac & Partners | 0.00% | Add +56.5% | 36 | $0 |
"% of holder's portfolio" is IDR's weight in each manager's 13F, not the share of Idaho Strategic Resources Inc. the manager owns.