Idaho Strategic ResourcesIDR

13F holders, Q3 2024 (September 30)
52holders +23
25new positions
3sold out
2famous investors
$16.07avg. 13F price*

At the end of Q3 2024, 52 institutions reported holding Idaho Strategic Resources Inc. (IDR) in their 13F filings, up 23 from Q2 2024. 25 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($8.3M), JW Asset Management, LLC ($4.4M) and BlackRock, Inc. ($2.4M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Idaho Strategic Resources Inc.
CUSIP
645827205
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 17Q1 2024Q2 2024: 29Q2 2024Q3 2024: 52Q3 2024Q4 2024: 58Q4 2024Q1 2025: 56Q1 2025Q2 2025: 74Q2 2025Q3 2025: 126Q3 2025Q4 2025: 141Q4 2025Q1 2026: 137Q1 2026Q2 2026: 127Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions25$10.2M
Exits3$372K

All 13F filers, Q2 2024 → Q3 2024: 808,081 shares bought and 131,061 shares sold, net +677,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Vanguard Group Inc. 0.00% Add +4.8% 515,909 $8.3M
JW Asset Management, LLC 1.97% No change 271,697 $4.4M
BlackRock, Inc. 0.00% — 150,334 $2.4M
Geode Capital Management, LLC 0.00% Add +9.5% 115,301 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% New 113,665 $1.8M
Marshall Wace, LLP 0.00% New 97,436 $1.6M
Informed Momentum Co LLC 0.20% Add +0.1% 83,155 $1.3M
Susquehanna International Group, LLP 0.00% New 53,710 $863K
Navellier & Associates Inc. 0.11% Add +104.6% 49,817 $801K
LPL Financial LLC 0.00% New 47,546 $764K
Millennium Management 0.00% Add +164.8% 44,799 $720K
Citigroup Inc. 0.00% New 41,470 $666K
Northern Trust Corp. 0.00% Reduce -2.1% 40,294 $648K
State Street Corp. 0.00% Add +245.5% 38,700 $622K
Occudo Quantitative Strategies LP 0.09% New 31,822 $511K
Jump Financial, LLC 0.01% New 29,800 $479K
D.A. Davidson & Co. 0.00% New 25,972 $417K
Brighton Jones LLC 0.02% Reduce -49.7% 25,341 $407K
Qube Research & Technologies Ltd 0.00% New 24,820 $399K
Raymond James & Associates 0.00% New 24,265 $390K
Bridgeway Capital Management, LLC 0.01% New 20,007 $322K
Cubist Systematic Strategies, LLC 0.00% New 17,903 $288K
Salem Investment Counselors Inc. 0.01% No change 17,354 $279K
Morgan Stanley 0.00% New 17,281 $278K
Bank of New York Mellon Corp 0.00% New 16,366 $263K
Hillsdale Investment Management Inc. 0.02% Add +275.4% 16,358 $263K
Cetera Investment Advisers 0.00% New 15,933 $256K
Spire Wealth Management 0.01% New 15,790 $254K
Goldman Sachs Group Inc. 0.00% New 15,634 $251K
JPMorgan Chase & Co. 0.00% Add +59773.1% 15,567 $250K
Centiva Capital, LP 0.01% New 14,752 $237K
Royal Bank of Canada 0.00% Add +2538.1% 13,929 $224K
Dimensional Fund Advisors LP 0.00% Add +21.1% 13,298 $214K
Renaissance Technologies 0.00% Reduce -82.4% 10,700 $172K
Financial Advocates Investment Management 0.01% Reduce -10.6% 10,076 $162K
Barclays PLC 0.00% Add +10713.2% 9,840 $158K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 5,613 $90K
Quantbot Technologies LP 0.00% New 4,930 $79K
Aster Capital Management (DIFC) Ltd 0.02% — 4,797 $77K
WR Wealth Planners, LLC 0.02% No change 3,923 $63K
Eastern Bank 0.00% New 2,500 $40K
Osaic Holdings, Inc. 0.00% Add +900.0% 2,000 $32K
NewEdge Advisors, LLC 0.00% Reduce -94.3% 953 $15K
UBS Group AG 0.00% Add +425.0% 861 $14K
Global Retirement Partners, LLC 0.00% No change 485 $8K
Signaturefd, LLC 0.00% New 300 $5K
CoreCap Advisors, LLC 0.00% New 214 $3K
VitalStone Financial, LLC 0.00% No change 100 $2K
Bank of America Corp. 0.00% Reduce -84.3% 90 $1K
Federated Hermes, Inc. 0.00% New 68 $1K
Coston, McIsaac & Partners 0.00% Add +105.6% 74 $1K
Bear Mountain Capital, Inc. 0.00% New 100 $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.