IDAHO STRATEGIC RESOURCES (IDR)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
129
Reporting holders
$267.1M
Reported value
47.7%
Of shares outstanding
7.4%
Held as options
-4
Holder change
Institutions report 7,552,354 shares against 15,826,170 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $40.9M | 1,250,250 | 0.00% | 8q | +9.3%+$3.5M |
| STATE STREET CORP | $40.3M | 1,231,955 | 0.00% | 15q | +6.7%+$2.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $21.7M | 662,444 | 0.00% | 2q | +3.0%+$628.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $13.5M | 412,096 | 0.00% | 17q | +7.1%+$895.8K |
| VAN ECK ASSOCIATES CORP | $12.3M | 375,376 | 0.01% | 4q | -2.3%-$291.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M | options only | 0.00% | 16q | OPTIONS |
| Nuveen, LLC | $8.7M | 266,718 | 0.00% | 5q | +164.3%+$5.4M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7.3M | 222,220 | 0.36% | 5q | +7.2%+$491.2K |
| CITIGROUP INC | $5.6M | 170,573 | 0.00% | 8q | +5.0%+$267.0K |
| Bridgewater Associates, LP | $5.5M | 167,828 | 0.02% | 3q | -16.0%-$1.0M |
| NAVELLIER & ASSOCIATES INC | $5.1M | 156,851 | 0.41% | 9q | +42.7%+$1.5M |
| NORTHERN TRUST CORP | $5.1M | 156,476 | 0.00% | 11q | +17.0%+$746.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.7M | 144,871 | 0.00% | 2q | +13.3%+$558.5K |
| JW Asset Management, LLC | $4.6M | 141,197 | 1.45% | 18q | -1.4%-$65.5K |
| LPL Financial LLC | $3.5M | 107,813 | 0.00% | 4q | -15.1%-$630.0K |
| VANGUARD FIDUCIARY TRUST CO | $3.5M | 105,380 | 0.00% | 2q | +5.4%+$176.3K |
| AMERIPRISE FINANCIAL INC | $3.1M | 93,681 | 0.00% | 4q | -50.1%-$3.1M |
| JANE STREET GROUP, LLC | $2.7M | 11,395 | 0.00% | 7q | +9.5%+$236.6K |
| Bank of New York Mellon Corp | $2.7M | 81,017 | 0.00% | 8q | +6.1%+$151.7K |
| DRW Securities, LLC | $2.5M | 75,223 | 0.06% | 3q | +463.2%+$2.0M |
| TUDOR INVESTMENT CORP ET AL | $2.4M | 74,344 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $2.4M | options only | 0.00% | 9q | OPTIONS |
| SIMPLEX TRADING, LLC | $2.3M | 23,698 | 0.00% | 6q | +4296.7%+$2.2M |
| GOLDMAN SACHS GROUP INC | $2.2M | 66,185 | 0.00% | 4q | -24.3%-$696.6K |
| MORGAN STANLEY | $2.2M | 65,838 | 0.00% | 8q | -45.8%-$1.8M |
| Schonfeld Strategic Advisors LLC | $2.1M | 65,371 | 0.01% | 4q | +2.0%+$41.5K |
| Corient Private Wealth LP | $2.0M | 60,862 | 0.00% | 2q | +101.3%+$1.0M |
| HITE Hedge Asset Management LLC | $2.0M | 60,543 | 0.11% | 3q | -79.6%-$7.7M |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | 60,443 | 0.00% | 2q | +187.2%+$1.3M |
| JPMORGAN CHASE & CO | $1.9M | 58,376 | 0.00% | 5q | +29.7%+$439.2K |
| PRINCIPAL FINANCIAL GROUP INC | $1.9M | 58,081 | 0.00% | 4q | +8.7%+$151.8K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.8M | 54,752 | 0.01% | 3q | +14.6%+$227.9K |
| IMC-Chicago, LLC | $1.7M | options only | 0.00% | 4q | OPTIONS |
| ALLIANCEBERNSTEIN L.P. | $1.6M | 50,170 | 0.00% | 4q | +318.1%+$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 46,113 | 0.00% | 5q | +10.9%+$148.0K |
| Sixth Street Partners Management Company, L.P. | $1.5M | 46,113 | 0.00% | new | NEW |
| Round Rock Advisors LLC | $1.4M | 43,988 | 0.19% | 4q | HELD |
| Quantinno Capital Management LP | $1.4M | 42,939 | 0.00% | 3q | +7.1%+$92.6K |
| BANK OF AMERICA CORP /DE/ | $1.4M | 42,246 | 0.00% | 9q | +165.6%+$862.7K |
| GROUP ONE TRADING LLC | $1.1M | 2,323 | 0.00% | 8q | HELD |
| UBS Group AG | $1.1M | 33,852 | 0.00% | 9q | -33.0%-$546.3K |
| Walleye Capital LLC | $1.1M | 33,775 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.1M | 33,457 | 0.00% | 4q | -9.6%-$116.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 32,262 | 0.00% | 4q | +203.4%+$708.3K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 32,082 | 0.00% | 3q | +284.9%+$777.7K |
| Man Group plc | $1.0M | 31,800 | 0.00% | 2q | +8.7%+$83.4K |
| OSAIC HOLDINGS, INC. | $917.1K | 28,007 | 0.00% | 17q | -0.5%-$4.6K |
| ROYAL BANK OF CANADA | $815.0K | 24,895 | 0.00% | 6q | +1.0%+$8.3K |
| Aquatic Capital Management LLC | $747.7K | 22,830 | 0.03% | new | NEW |
| CVFG LLC | $689.4K | 21,050 | 0.07% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $674.5K | 20,595 | 0.00% | 5q | -18.1%-$149.2K |
| TWO SIGMA INVESTMENTS, LP | $667.7K | 20,388 | 0.00% | 4q | +8.1%+$50.1K |
| RHUMBLINE ADVISERS | $609.2K | 18,603 | 0.00% | 5q | +19.2%+$98.2K |
| Quadrature Capital Ltd | $578.8K | 17,673 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $566.9K | 17,309 | 0.00% | 3q | -10.9%-$69.2K |
| FMR LLC | $510.5K | 15,589 | 0.00% | 6q | +1689.8%+$482.0K |
| FRANKLIN RESOURCES INC | $509.3K | 15,550 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $499.3K | 15,246 | 0.00% | 5q | +23.6%+$95.5K |
| D. E. Shaw & Co., Inc. | $498.2K | 15,213 | 0.00% | 4q | -18.1%-$109.9K |
| World Investment Advisors | $495.8K | 15,150 | 0.01% | 3q | -38.7%-$313.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $491.2K | 15,000 | 0.00% | 2q | HELD |
| ALPS ADVISORS INC | $469.1K | 14,323 | 0.00% | 4q | +1.2%+$5.6K |
| Harvest Investment Services, LLC | $461.2K | 14,082 | 0.07% | 2q | -5.0%-$24.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $452.3K | 13,810 | 0.00% | new | NEW |
| IFP Advisors, Inc | $423.2K | 12,922 | 0.01% | 2q | +98.4%+$209.9K |
| AVIVA PLC | $419.6K | 12,813 | 0.00% | 4q | +1.4%+$5.7K |
| Ethic Inc. | $413.7K | 12,632 | 0.01% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $412.9K | 12,607 | 0.01% | 8q | -29.6%-$173.6K |
| NewEdge Advisors, LLC | $393.1K | 12,002 | 0.00% | new | NEW |
| Centiva Capital, LP | $387.6K | 11,835 | 0.00% | new | NEW |
| Creative Planning | $387.0K | 11,816 | 0.00% | 3q | +56.0%+$138.9K |
| Vanguard Global Advisers, LLC | $377.6K | 11,530 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $362.0K | 11,053 | 0.00% | 9q | -19.2%-$86.0K |
| Fermata Advisors, LLC | $338.7K | 10,341 | 0.07% | 4q | HELD |
| Enhancing Capital LLC | $334.1K | 10,200 | 0.23% | 7q | HELD |
| Orchard Capital Management, LLC | $326.1K | 9,956 | 0.32% | 4q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $303.1K | 9,256 | 0.01% | 4q | HELD |
| MetLife Investment Management, LLC | $293.2K | 8,952 | 0.00% | 5q | +8.3%+$22.5K |
| AMERICAN CENTURY COMPANIES INC | $283.3K | 8,650 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $282.6K | 8,628 | 0.00% | 3q | HELD |
| HSBC HOLDINGS PLC | $280.0K | 8,575 | 0.00% | 2q | -31.2%-$126.8K |
| Invesco Ltd. | $273.1K | 8,339 | 0.00% | 4q | +1.6%+$4.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $268.6K | 8,200 | 0.00% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $263.1K | 8,035 | 0.00% | new | NEW |
| MANGROVE PARTNERS IM, LLC | $249.7K | 7,624 | 0.02% | new | NEW |
| Point72 Asset Management, L.P. | $242.3K | options only | 0.00% | 3q | OPTIONS |
| NEW YORK STATE COMMON RETIREMENT FUND | $235.8K | 7,200 | 0.00% | 5q | +75.6%+$101.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $231.4K | 7,067 | 0.00% | 5q | +2.4%+$5.5K |
| JONES FINANCIAL COMPANIES LLLP | $181.4K | 5,308 | 0.00% | 7q | +1.8%+$3.1K |
| Police & Firemen's Retirement System of New Jersey | $164.6K | 5,025 | 0.00% | 5q | +39.2%+$46.3K |
| Russell Investments Group, Ltd. | $158.9K | 4,853 | 0.00% | 4q | +127.7%+$89.1K |
| BNP PARIBAS FINANCIAL MARKETS | $138.8K | 4,238 | 0.00% | 5q | +2.0%+$2.7K |
| HHM Wealth Advisors, LLC | $119.9K | 3,662 | 0.01% | 4q | +37.6%+$32.8K |
| MEEDER ASSET MANAGEMENT INC | $86.9K | 2,654 | 0.00% | 3q | +5.7%+$4.7K |
| NATIONAL BANK OF CANADA /FI/ | $76.3K | 2,337 | 0.00% | 6q | -75.5%-$235.9K |
| ASSETMARK, INC | $51.7K | 1,579 | 0.00% | new | NEW |
| Legal & General Group Plc | $48.8K | 1,490 | 0.00% | 5q | +16.8%+$7.0K |
| Wilkerson Advisory Group LLC | $48.7K | 1,487 | 0.01% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $45.6K | 1,393 | 0.00% | 5q | +27.6%+$9.9K |
| Tower Research Capital LLC (TRC) | $37.0K | 1,130 | 0.00% | 4q | -39.1%-$23.7K |
Showing the largest 100 of 133 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | $267.1M | 7,552,354 | 21 | 53 | 32 | 7.4% |
| Q1 2026 | 133 | $235.4M | 6,893,211 | 27 | 45 | 29 | 6.0% |
| Q4 2025 | 140 | $297.1M | 6,595,518 | 37 | 51 | 30 | 10.6% |
| Q3 2025 | 122 | $222.9M | 5,222,597 | 59 | 28 | 23 | 20.6% |
| Q2 2025 | 74 | $64.7M | 3,857,016 | 30 | 26 | 8 | 22.1% |
| Q1 2025 | 56 | $48.9M | 2,761,040 | 10 | 21 | 18 | 18.9% |
| Q4 2024 | 59 | $33.7M | 2,791,512 | 16 | 25 | 6 | 15.5% |
| Q3 2024 | 53 | $41.7M | 2,109,042 | 25 | 12 | 7 | 18.6% |
| Q2 2024 | 29 | $17.8M | 1,400,064 | 14 | 8 | 2 | 22.6% |
| Q1 2024 | 15 | $11.0M | 1,069,418 | 1 | 5 | 2 | 18.1% |
| Q4 2023 | 17 | $7.0M | 1,037,509 | 4 | 5 | 1 | 6.8% |
| Q3 2023 | 16 | $5.5M | 1,018,509 | 1 | 3 | 6 | 6.5% |
| Q2 2023 | 18 | $6.3M | 1,022,503 | 2 | 4 | 4 | 13.8% |
| Q1 2023 | 17 | $6.1M | 1,029,337 | 2 | 4 | 2 | 17.3% |
| Q4 2022 | 16 | $6.2M | 867,987 | 7 | 1 | 4 | 20.3% |
| Q3 2022 | 12 | $5.0M | 1,035,632 | 2 | 2 | 3 | 1.2% |
| Q2 2022 | 10 | $7.7M | 977,629 | 8 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $2.3M | 222,044 | 2 | 0 | 0 | 0.0% |