Idaho Strategic Resources, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 515,909 | $8.29 M | 4.82% | 3.93% |
| JW ASSET MANAGEMENT, LLC | 11/08/2024 | 271,697 | $4.37 M | 0.00% | 2.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 271,200 | $4.36 M | -8.01% | 2.07% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 150,334 | $2.42 M | 100.00% | 1.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 115,301 | $1.85 M | 9.49% | 0.88% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 113,665 | $1.83 M | 100.00% | 0.87% |
| CITADEL ADVISORS LLC | 11/14/2024 | 112,400 | $1.81 M | 50.67% | 0.86% |
| MARSHALL WACE, LLP | 11/14/2024 | 97,436 | $1.57 M | 100.00% | 0.74% |
| EAM INVESTORS, LLC | 11/13/2024 | 83,155 | $1.34 M | 0.07% | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 53,710 | $863,120 | 100.00% | 0.41% |
| NAVELLIER & ASSOCIATES INC | 11/12/2024 | 49,817 | $800,559 | 104.60% | 0.38% |
| LPL FINANCIAL LLC | 11/08/2024 | 47,546 | $764,064 | 100.00% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 44,799 | $719,920 | 164.75% | 0.34% |
| STATE STREET CORP | 11/14/2024 | 38,700 | $621,909 | 245.54% | 0.30% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 11/14/2024 | 31,822 | $511,380 | 100.00% | 0.24% |
| JUMP FINANCIAL, LLC | 11/14/2024 | 29,800 | $478,886 | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 26,100 | $419,427 | 42.62% | 0.20% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 25,972 | $417,370 | 100.00% | 0.20% |
| BRIGHTON JONES LLC | 10/22/2024 | 25,341 | $407,230 | -49.66% | 0.19% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 24,820 | $398,857 | 100.00% | 0.19% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 24,265 | $389,939 | 100.00% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 20,900 | $335,863 | -2.79% | 0.16% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 20,007 | $321,512 | 100.00% | 0.15% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 17,903 | $287,701 | 100.00% | 0.14% |
| SALEM INVESTMENT COUNSELORS INC | 10/15/2024 | 17,354 | $278,879 | 0.00% | 0.13% |
| MORGAN STANLEY | 11/14/2024 | 17,281 | $277,706 | 100.00% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 16,366 | $262,999 | 100.00% | 0.12% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 16,358 | $262,873 | 275.36% | 0.12% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 15,933 | $256,043 | 100.00% | 0.12% |
| SPIRE WEALTH MANAGEMENT | 10/15/2024 | 15,790 | $253,745 | 100.00% | 0.12% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 15,634 | $251,238 | 100.00% | 0.12% |
| JPMORGAN CHASE & CO | 11/08/2024 | 15,567 | $250,162 | 59,773.08% | 0.12% |
| CENTIVA CAPITAL, LP | 11/14/2024 | 14,752 | $237,065 | 100.00% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 13,929 | $224,000 | 2,538.07% | 0.11% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 13,298 | $213,699 | 21.12% | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 10,700 | $171,949 | -82.39% | 0.08% |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 10/25/2024 | 10,076 | $161,921 | -10.64% | 0.08% |
| BARCLAYS PLC | 11/19/2024 | 9,840 | $158,000 | 10,713.19% | 0.08% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2024 | 5,613 | $90,201 | 100.00% | 0.04% |
| QUANTBOT TECHNOLOGIES LP | 11/13/2024 | 4,930 | $79,225 | 100.00% | 0.04% |
| 11/13/2024 | 4,797 | $77,088 | 100.00% | 0.04% | |
| WR WEALTH PLANNERS, LLC | 10/17/2024 | 3,923 | $63,043 | 0.00% | 0.03% |
| EASTERN BANK | 10/21/2024 | 2,500 | $40,175 | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2,000 | $32,140 | 900.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 953 | $15,314 | -94.25% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 861 | $13,836 | 425.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 485 | $7,794 | 0.00% | 0.00% |
| SIGNATUREFD, LLC | 10/21/2024 | 300 | $4,821 | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 214 | $3,439 | 100.00% | 0.00% |
| VITALSTONE FINANCIAL, LLC | 10/11/2024 | 100 | $1,607 | 0.00% | 0.00% |
Idaho Strategic Resources, Inc.institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Idaho Strategic Resources, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 515,909
JW Asset Management, LLC: 271,697
BlackRock Funding, Inc. /DE: 150,334
GEODE CAPITAL MANAGEMENT, LLC: 115,301
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 113,665
MARSHALL WACE, LLP: 97,436
15.97% of Idaho Strategic Resources, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.16 M shares in the last 24 months. This purchase volume represents approximately $21.75 M in transactions.