| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 6.7% | +34% | $42,252,777 | +$13,843,654 | 1,048,456 | +49% | BlackRock, Inc. | 31 Dec 2025 |
| STATE STREET CORP | 5.7% | $42,561,168 | 890,401 | STATE STREET CORPORATION | 31 Dec 2025 | |||
| VANGUARD GROUP INC | 5% | $24,542,860 | 726,335 | The Vanguard Group | 30 Sep 2025 |
As of 31 Dec 2025, 136 institutional investors reported holding 7,119,193 shares of Idaho Strategic Resources, Inc. - COMMON STOCK (IDR). This represents 46% of the company’s total 15,621,070 outstanding shares.
The largest institutional shareholders of Idaho Strategic Resources, Inc. - COMMON STOCK (IDR) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.2% | 1,117,714 | +26% | 0% | $45,043,875 |
| STATE STREET CORP | 5.7% | 890,401 | +243% | 0% | $35,883,160 |
| VANGUARD GROUP INC | 5.6% | 868,536 | +20% | 0% | $35,002,001 |
| VAN ECK ASSOCIATES CORP | 3.2% | 492,621 | +5.9% | 0.02% | $19,853,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 343,036 | +15% | 0% | $13,827,068 |
| Invesco Ltd. | 1.4% | 220,534 | +39% | 0% | $8,887,520 |
| Pertento Partners LLP | 1.4% | 212,791 | 0.94% | $8,575,477 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.3% | 206,365 | -1.6% | 0.49% | $8,316,509 |
| JW Asset Management, LLC | 0.92% | 143,197 | -8.6% | 1.9% | $5,770,839 |
| MORGAN STANLEY | 0.88% | 136,810 | -32% | 0% | $5,513,444 |
| NORTHERN TRUST CORP | 0.82% | 128,843 | +4% | 0% | $5,192,372 |
| JANE STREET GROUP, LLC | 0.82% | 128,637 | +143% | 0.01% | $5,184,071 |
| Bridgewater Associates, LP | 0.76% | 119,501 | 0.02% | $4,815,890 | |
| GOLDMAN SACHS GROUP INC | 0.72% | 112,515 | +20% | 0% | $4,534,355 |
| Informed Momentum Co LLC | 0.7% | 109,075 | +93% | 0.49% | $4,395,723 |
| NAVELLIER & ASSOCIATES INC | 0.68% | 106,752 | -27% | 0.48% | $4,302,106 |
| LPL Financial LLC | 0.66% | 103,469 | +68% | 0% | $4,169,801 |
| Nuveen, LLC | 0.62% | 97,560 | +503% | 0% | $3,931,668 |
| HITE Hedge Asset Management LLC | 0.59% | 91,930 | 0.24% | $3,704,779 | |
| THAMES CAPITAL MANAGEMENT LLC | 0.59% | 91,929 | -28% | 0.54% | $3,704,739 |
| Bank of New York Mellon Corp | 0.55% | 86,645 | +8.3% | 0% | $3,491,801 |
| Schonfeld Strategic Advisors LLC | 0.54% | 83,798 | +25% | 0.02% | $3,377,059 |
| AMERIPRISE FINANCIAL INC | 0.53% | 82,509 | +105% | 0% | $3,325,395 |
| DRW Securities, LLC | 0.52% | 81,912 | 0.25% | $3,301,053 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.41% | 64,649 | +79% | 0% | $2,605,355 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,119,193 | $286,753,495 | +$60,090,600 | $40.30 | 136 |
| 2025 Q3 | 5,707,083 | $193,311,442 | +$63,539,248 | $33.79 | 125 |
| 2025 Q2 | 3,949,514 | $51,659,706 | +$14,393,605 | $13.08 | 74 |
| 2025 Q1 | 2,787,399 | $40,007,074 | +$903,470 | $14.31 | 56 |
| 2024 Q4 | 2,791,512 | $28,447,827 | +$4,856,135 | $10.19 | 57 |
| 2024 Q3 | 2,093,458 | $33,643,197 | +$11,113,052 | $16.07 | 51 |
| 2024 Q2 | 1,409,729 | $13,899,537 | +$2,894,343 | $9.86 | 28 |
| 2024 Q1 | 1,118,634 | $9,463,286 | +$451,067 | $8.46 | 16 |
| 2023 Q4 | 1,065,211 | $6,744,221 | +$329,912 | $6.33 | 16 |
| 2023 Q3 | 1,018,509 | $5,133,418 | -$78,564 | $5.04 | 14 |
| 2023 Q2 | 1,033,103 | $5,517,124 | +$13,962 | $5.34 | 17 |
| 2023 Q1 | 1,030,549 | $5,018,873 | +$424,842 | $4.87 | 15 |
| 2022 Q4 | 943,280 | $5,376,155 | -$472,030 | $5.70 | 17 |
| 2022 Q3 | 1,035,632 | $4,918,000 | +$275,806 | $4.75 | 12 |
| 2022 Q2 | 977,629 | $7,695,000 | +$5,947,000 | $7.88 | 10 |
| 2022 Q1 | 222,044 | $2,322,000 | +$2,322,000 | $10.44 | 2 |