Security key
645827205
Idaho Strategic Resources, Inc. - COMMON STOCK (IDR)
CUSIP: 645827205
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 1,065,211
- Total 13F value
- $6,744,221
- Share change
- +46,702
- SEC-reported price per share
- $6.33
- Number of holders
- 16
- Value change
- +$329,912
- Number of buys
- 10
- Number of sells
- 4
- Shares outstanding
- 15,818,822
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
16
Top holders
10
IDR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
Idaho Strategic Resources, Inc. SEC filings
Idaho Strategic Resources, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 645827205
Recent filing periods:
Ownership snapshot
Top reported holders of IDR - Idaho Strategic Resources, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 2.8%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 2.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership
Top 5
VANGUARD GROUP INC
2.8%
JW Asset Management, LLC
1.7%
BlackRock Finance, Inc.
0.91%
GEODE CAPITAL MANAGEMENT, LLC
0.55%
CITADEL ADVISORS LLC
0.09%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
2.8%
|
$2,268,000
450,000 shares
|
— | 30 Sep 2023 |
| JW Asset Management, LLC |
13F
Company
|
1.7%
|
$1,369,353
271,697 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
0.91%
|
$725,554
143,959 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.55%
|
$436,602
86,601 shares
|
— | 30 Sep 2023 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.09%
|
$71,946
14,275 shares
|
— | 30 Sep 2023 |
| Financial Advocates Investment Management |
13F
Company
|
0.09%
|
$69,431
13,776 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
16
Shares
1,065,211
Rows available
16
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
14
Q4 2023 holders
16
Holder diff
2
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend