$IDR

$20.64 +$1.54 (8.06%) Close

$IDR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 15.8M shares outstanding

Who owns IDR?

By type of holder

Institutions 47.5% Insiders 6.3% Everyone else 46.1%

Concentration Top 10 holders own 34.0%

BlackRock, Inc. 7.9% · State Street Corp 7.8%

Institutional ownership

47.5%

+1.7 pts vs last qtr

Institutional holders

127

-10 vs last qtr

Net shares bought

+274.4K

by institutions in Q2 2026

New / sold out

18 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Nuveen, LLC +165.8K
BlackRock, Inc. +106.6K

Biggest sellers in Q2 2026

HITE Hedge Asset Management LLC −236.6K
Thames Capital Management LLC SOLD OUT −91.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$3.18M

5 notices from 4 people

Shares covered

73.4K

0.46% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

John Swallow Officer $2.2M
Brackebusch Grant A Officer $634K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+101.2%

+10.50% a year

Each share's claim on the business

−50.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $2.72M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years53% 1–3 years20% Under 1 year27%

Quarterly turnover

13.0%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting IDR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.3M	7.90%	+106.6K (+9.3%)	2022	0.0%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+1.1M Share of the company7.900% BlackRock, Inc.'s full portfolio →
SS State Street Corp	1.2M	7.78%	+77.2K (+6.7%)	2022	0.0%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+1.2M Share of the company7.780% State Street Corp's full portfolio →

BlackRock, Inc.

1.3M

% of company

7.90%

Change vs last qtr

+106.6K (+9.3%)

Held since

2022

State Street Corp

1.2M

% of company

7.78%

Change vs last qtr

+77.2K (+6.7%)

Held since

2022

28 more super investors behind a free account

See every manager holding Idaho Strategic Resources Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IDR on Form N-PORT; together they hold 23.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Metals & Mining ETF SPDR Series Trust	$29.9M	912.0K	5.76%	0.68%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$15.7M	477.9K	3.02%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Metals & Mining ETF

SPDR Series Trust

Position value

$29.9M

% of company

5.76%

% of the fund

0.68%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$15.7M

% of company

3.02%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Idaho Strategic Resources Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SJ Swallow John Insider	654.6K	4.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.140% Swallow John's insider activity →
BG Brackebusch Grant A Insider	237.8K	1.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.500% Brackebusch Grant A's insider activity →

Swallow John

Insider

654.6K

% of company

4.14%

Change vs last qtr

—

Held since

—

Brackebusch Grant A

Insider

237.8K

% of company

1.50%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Idaho Strategic Resources Inc.

Comments