Idaho Strategic Resources, Inc.
IDR- Exchange
- NYSE
- Industry
- Gold and Silver Ores
- SEC CIK
- 0001030192
No open-market purchases or sales by Idaho Strategic Resources, Inc. insiders were filed in the last 90 days; 127 institutions reported holding it in 13F filings for Q2 2026, worth $246.4M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Idaho Strategic Resources, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 137
- 0 vs. Q4 2025
- Shares held
- 7.25M
- +954.2K (+15.2%) vs. Q4 2025
- Total value
- $232.8M
- −$20.8M (−8.2%) vs. Q4 2025
- New holders
- 33
- 51 more added
- Sold out
- 33
- 34 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 127 | $246.4M |
| Q1 2026 | 137 | $232.8M |
| Q4 2025 | 141 | $288.6M |
| Q3 2025 | 126 | $193.3M |
| Q2 2025 | 74 | $51.7M |
| Q1 2025 | 56 | $40.0M |
| Q4 2024 | 58 | $28.4M |
| Q3 2024 | 52 | $33.6M |
| Q2 2024 | 29 | $13.9M |
| Q1 2024 | 17 | $9.46M |
| Q4 2023 | 18 | $6.75M |
| Q3 2023 | 15 | $5.13M |
| Q2 2023 | 18 | $5.52M |
| Q1 2023 | 15 | $5.02M |
| Q4 2022 | 17 | $5.38M |
| Q3 2022 | 15 | $4.92M |
| Q2 2022 | 12 | $7.70M |
| Q1 2022 | 2 | $2.32M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Idaho Strategic Resources, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 24,734 | $794.5K | 0.01% | −9,722−28.2% | Reduced |
| Advisor Group Holdings, Inc. | 28,148 | $904.0K | 0.00% | +6,104+27.7% | Added |
| Man Group plc | 29,253 | $939.6K | 0.00% | +29,253 | New |
| CI Private Wealth, LLC | 30,233 | $971.1K | 0.00% | +30,233 | New |
| Cetera Investment Advisers | 37,011 | $1.19M | 0.00% | +3,855+11.6% | Added |
| Quantinno Capital Management LP | 40,111 | $1.29M | 0.00% | +33,868+542.5% | Added |
| JPMorgan Chase & Co | 45,010 | $1.29M | 0.00% | +4,269+10.5% | Added |
| Charles Schwab Investment Management Inc | 41,593 | $1.34M | 0.00% | −2,389−5.4% | Reduced |
| Raymond James Financial Inc | 43,099 | $1.38M | 0.00% | −18,705−30.3% | Reduced |
| Round Rock Advisors, LLC | 43,988 | $1.41M | 0.22% | +160+0.4% | Added |
| Los Angeles Capital Management LLC | 47,794 | $1.54M | 0.01% | +18,014+60.5% | Added |
| UBS Group AG | 50,534 | $1.62M | 0.00% | +13,437+36.2% | Added |
| Principal Financial Group Inc | 53,445 | $1.72M | 0.00% | +31,576+144.4% | Added |
| Dimensional Fund Advisors LP | 58,317 | $1.87M | 0.00% | +70.0% | Added |
| Arrowstreet Capital, Limited Partnership | 58,673 | $1.88M | 0.00% | −5,976−9.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 64,104 | $2.06M | 0.02% | −19,694−23.5% | Reduced |
| Bank of New York Mellon Corp | 76,384 | $2.45M | 0.00% | −10,261−11.8% | Reduced |
| Goldman Sachs Group Inc | 87,455 | $2.81M | 0.00% | −25,060−22.3% | Reduced |
| Thames Capital Management LLC | 91,929 | $2.95M | 0.53% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 93,953 | $3.02M | 0.00% | +11,444+13.9% | Added |
| Vanguard Fiduciary Trust Co | 99,996 | $3.21M | 0.00% | +99,996 | New |
| Nuveen, LLC | 100,915 | $3.24M | 0.00% | +3,355+3.4% | Added |
| Navellier & Associates Inc | 109,881 | $3.53M | 0.37% | +3,129+2.9% | Added |
| Morgan Stanley | 121,508 | $3.90M | 0.00% | −15,302−11.2% | Reduced |
| LPL Financial LLC | 127,050 | $4.08M | 0.00% | +23,581+22.8% | Added |
| Vanguard Portfolio Management LLC | 127,817 | $4.11M | 0.00% | +127,817 | New |
| Northern Trust Corp | 133,692 | $4.29M | 0.00% | +4,849+3.8% | Added |
| JW Asset Management, LLC | 143,197 | $4.60M | 1.89% | 00.0% | Unchanged |
| Citigroup Inc | 162,420 | $5.22M | 0.00% | +158,440+3,980.9% | Added |
| Bridgewater Associates, LP | 199,849 | $6.42M | 0.03% | +80,348+67.2% | Added |
| Punch & Associates Investment Management, Inc. | 207,220 | $6.66M | 0.38% | +855+0.4% | Added |
| HITE Hedge Asset Management LLC | 297,148 | $9.54M | 0.54% | +205,218+223.2% | Added |
| Van Eck Associates Corp | 384,265 | $12.3M | 0.01% | −108,356−22.0% | Reduced |
| Geode Capital Management, LLC | 384,750 | $12.4M | 0.00% | +41,714+12.2% | Added |
| Vanguard Capital Management LLC | 643,262 | $20.7M | 0.00% | +643,262 | New |
| BlackRock, Inc. | 1,143,610 | $36.7M | 0.00% | +25,896+2.3% | Added |
| State Street Corp | 1,154,774 | $37.1M | 0.00% | +264,373+29.7% | Added |
| Pertento Partners LLP | 0 | $0 | 0.00% | −212,791−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −30,164−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −22,580−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,553−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −11,486−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Dayah Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Cutler Investment Counsel LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Merited Wealth, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |