ISDR Institutional Ownership
Issuer Direct Corporation
1W: +0.7%
1M: +9.1%
3M: -4.6%
1Y: -35.6%
3Y: -62.2%
5Y: -18.4%
$9.65
Last traded 2025-02-18 — delisted
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — ISDR
19
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$8M
Total Invested
1
New Positions
1
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Topline Capital Management, LLC | 709,264 | $$7M | — | +0.0% | 7Q | SEC ↗ |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 150,950 | $$1M | -1,460 | -1.0% | 33Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 138,594 | $$1M | — | +0.0% | 2Q | SEC ↗ |
| 4 | BARD ASSOCIATES INC | 127,215 | $$1M | -1,553 | -1.2% | 32Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 34,229 | $$330K | -31,010 | -47.5% | 44Q | SEC ↗ |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 29,238 | $$282K | -100 | -0.3% | 25Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 22,012 | $$212K | -2,344 | -9.6% | 23Q | SEC ↗ |
| 8 | Mink Brook Asset Management LLC | 20,396 | $$197K | — | +0.0% | 4Q | SEC ↗ |
| 9 | VANGUARD FIDUCIARY TRUST CO | 15,960 | $$154K | — | +0.0% | 2Q | SEC ↗ |
| 10 | BlackRock, Inc. | 15,634 | $$151K | +3,140 | +25.1% | 8Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 10,816 | $$104K | -119 | -1.1% | 2Q | SEC ↗ |
| 12 | Vanguard Global Advisers, LLC | 909 | $$9K | — | +0.0% | 2Q | SEC ↗ |
| 13 | Tower Research Capital LLC (TRC) NEW | 674 | $$7K | — | +0.0% | 1Q | SEC ↗ |
| 14 | ADIRONDACK TRUST CO | 320 | $$3K | — | +0.0% | 19Q | SEC ↗ |
| 15 | SBI Securities Co., Ltd. | 20 | $$0K | — | +0.0% | 7Q | SEC ↗ |
| 16 | MORGAN STANLEY | 3 | $$0K | — | +0.0% | 8Q | SEC ↗ |
| 17 | NANO CAP NEW MILLENNIUM GROWTH FUND L | 0 | $$0K | -15,000 | -100.0% | 2Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 0 | $$0K | -2 | -100.0% | 13Q | SEC ↗ |
| 19 | DRW Securities, LLC | 0 | $$0K | -12,583 | -100.0% | 1Q | SEC ↗ |
| 20 | UBS Group AG | 0 | $$0K | -658 | -100.0% | 6Q | SEC ↗ |
| 21 | Advisory Services Network, LLC | 0 | $$0K | -4 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | 674 | $$7K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NANO CAP NEW MILLENNIUM GROWTH FUND | 15,000 | $$145K |
| DRW Securities, LLC | 12,583 | $$121K |
| UBS Group AG | 658 | $$6K |
| Advisory Services Network, LLC | 4 | $$0K |
| BANK OF AMERICA CORP /DE | 2 | $$0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +3,140 | +25.1% | 15,634 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -31,010 | -47.5% | 34,229 |
| DIMENSIONAL FUND ADVISORS LP | -2,344 | -9.6% | 22,012 |
| BARD ASSOCIATES INC | -1,553 | -1.2% | 127,215 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | -1,460 | -1.0% | 150,950 |
| CITADEL ADVISORS LLC | -119 | -1.1% | 10,816 |
| RENAISSANCE TECHNOLOGIES LLC | -100 | -0.3% | 29,238 |