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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,025 | $34.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,000 | $33.5K | 0.00% | +500+100.0% | Added |
| Advisory Services Network, LLC | 985 | $31.6K | 0.00% | +985 | New |
| Allworth Financial LP | 920 | $29.6K | 0.00% | +362+64.9% | Added |
| FMR LLC | 871 | $28.0K | 0.00% | −400−31.5% | Reduced |
| California State Teachers Retirement System | 809 | $26.0K | 0.00% | −73−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 800 | $25.7K | 0.00% | +800 | New |
| Simplex Trading, LLC | 539 | $17.3K | 0.00% | +539 | New |
| Rialto Wealth Management, LLC | 500 | $16.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 453 | $14.6K | 0.00% | +446+6,371.4% | Added |
| RWM Asset Management, LLC | 293 | $9.41K | 0.00% | +293 | New |
| US Bancorp | 284 | $9.12K | 0.00% | +55+24.0% | Added |
| Rothschild Investment LLC | 265 | $8.51K | 0.00% | +15+6.0% | Added |
| UBS Asset Management Americas Inc | 203 | $6.52K | 0.00% | +149+275.9% | Added |
| Newbridge Financial Services Group, Inc. | 200 | $6.42K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 187 | $6.01K | 0.00% | +187 | New |
| SBI Securities Co., Ltd. | 159 | $5.11K | 0.00% | +92+137.3% | Added |
| NBC Securities, Inc. | 150 | $4.82K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 150 | $4.82K | 0.00% | +31+26.1% | Added |
| Kingdom Financial Group LLC. | 144 | $4.63K | 0.00% | −168−53.8% | Reduced |
| Lloyd Advisory Services, LLC. | 144 | $4.63K | 0.00% | +144 | New |
| Stone House Investment Management, LLC | 128 | $4.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 127 | $4.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 112 | $3.60K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 104 | $3.34K | 0.00% | −25−19.4% | Reduced |
| Sterling Capital Management LLC | 97 | $3.12K | 0.00% | +9+10.2% | Added |
| Signaturefd, LLC | 79 | $2.54K | 0.00% | −165−67.6% | Reduced |
| Versant Capital Management, Inc | 66 | $2.12K | 0.00% | +66 | New |
| Parallel Advisors, LLC | 55 | $1.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $1.68K | 0.00% | −146−74.5% | Reduced |
| CWM, LLC | 39 | $1.25K | 0.00% | +34+680.0% | Added |
| The PNC Financial Services Group, Inc. | 36 | $1.16K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 35 | $1.12K | 0.00% | −50−58.8% | Reduced |
| Federated Hermes, Inc. | 30 | $964 | 0.00% | +30 | New |
| TD Private Client Wealth LLC | 20 | $642 | 0.00% | +20 | New |
| Steward Partners Investment Advisory, LLC | 11 | $353 | 0.00% | +11 | New |
| Root Financial Partners, LLC | 10 | $321 | 0.00% | +10 | New |
| 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 |