Company · Ownership research

Idaho Strategic Resources, Inc. IDR

CIK 0001030192 · CUSIP 645827205

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 645827205 (IDR), not CUSIP 645827905 (IDR), CUSIP 645827955 (IDR), and does not merge CUSIPs.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	VANGUARD GROUP INC CIK 102909 · View history	$3.94M 466,215 shares	0.00%	+16.21K(+3.60%)Added	SEC filing ↗ May 10, 2024	▾
02	JW Asset Management, LLC CIK 1549738 · View history	$2.30M 271,697 shares	0.84%	0(0.00%)Unchanged	SEC filing ↗ May 7, 2024	▾
03	BlackRock Inc. CIK 1364742 · View history	$1.21M 143,253 shares	0.00%	-406(-0.30%)Reduced	SEC filing ↗ May 10, 2024	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$835.98K 98,789 shares	0.00%	+10.49K(+11.90%)Added	SEC filing ↗ May 13, 2024	▾
05	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$412.00K 48,700 shares	0.00%	+20.90K(+75.20%)Added	SEC filing ↗ May 13, 2024	▾
06	NORTHERN TRUST CORP CIK 73124 · View history	$250.84K 29,650 shares	0.00%	-531(-1.80%)Reduced	SEC filing ↗ May 14, 2024	▾
07	SALEM INVESTMENT COUNSELORS INC CIK 884423 · View history	$146.81K 17,354 shares	0.00%	+4.00K(+30.00%)Added	SEC filing ↗ Apr 11, 2024	▾
08	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$120.60K 14,255 shares	0.00%	+1.00K(+7.50%)Added	SEC filing ↗ May 10, 2024	▾
09	Financial Advocates Investment Management CIK 1730293 · View history	$116.55K 13,776 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 1, 2024	▾
10	STATE STREET CORP CIK 93751 · View history	$86.29K 10,200 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2024	▾
11	CAMBRIDGE TRUST CO CIK 1074272 · View history	$21.15K 2,500 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 30, 2024	▾
12	WR Wealth Planners, LLC CIK 2031978 · View history	$13.54K 1,600 shares	0.00%	+1.60KNew	SEC filing ↗ Jul 31, 2024	▾
13	SIMPLEX TRADING, LLC CIK 1488542 · View history	$3.00K 441 shares	0.00%	+441New	SEC filing ↗ Apr 25, 2024	▾
14	VitalStone Financial, LLC CIK 1963478 · View history	$1.00K 100 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 6, 2024	▾
15	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$668.00 79 shares	0.00%	+2(+2.60%)Added	SEC filing ↗ May 10, 2024	▾
16	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$212.00 25 shares	0.00%	-73(-74.50%)Reduced	SEC filing ↗ Dec 26, 2024	▾
17	Coston, McIsaac & Partners CIK 1945037 · View history	$0.00 23 shares	0.00%	+12(+109.10%)Added	SEC filing ↗ Apr 17, 2024	▾
18	CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history	$0.00 0 shares	0.00%	0Unchanged	SEC filing ↗ May 1, 2024	▾

Showing 18 / 18 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,118,657

Not deduplicated across managers

Disclosed value

$9.46M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Idaho Strategic Resources, Inc. · Q1 2024

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This page includes 18 of 18 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.