Institutional Ownership Issuer Direct Corp (ISDR)
This table provides information about the institutional ownership of Issuer Direct Corp (ISDR). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 655,099 shares, which have been reported (via 13F filing form) to have a value of $6.33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
147,647
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
138,260
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
134,452
shares
|
$1.3 Million
0.4% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Herald Investment Management LTD
|
Nov 07, 2025 Q3 2025 |
90,000
shares
|
$870,300
0.15% of portfolio
|
Q3 2018
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
31,938
shares
|
$308,840
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
30,770
shares
|
$297,545
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
30,111
shares
|
$291,173
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
20,396
shares
|
$197,229
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
13,268
shares
|
$128,301
0.0% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
12,848
shares
|
$124,240
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,755
shares
|
$45,980
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
320
shares
|
$3,094
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
300
shares
|
$2,901
0.0% of portfolio
|
Q3 2025
Reduced 20.21%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
20
shares
|
$193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6
shares
|
$58
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4
shares
|
$38
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q3 2025
Reduced 92.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q3 2024
Added 12400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|