DaveManuel.com · Institutional Ownership · Who Owns It
IONEER LTD (IONR)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
33
Reporting holders
$11.7M
Reported value
0.0%
Calls
0.0%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $8.1M | 1,873,219 | 0.00% | 2q | -16.2%-$1.6M |
| Cambridge Investment Research Advisors, Inc. | $998.0K | 230,588 | 0.00% | 2q | +138.8%+$580.1K |
| GOLDMAN SACHS GROUP INC | $720.5K | 166,395 | 0.00% | 2q | +335.3%+$555.0K |
| Integrated Wealth Concepts LLC | $617.1K | 142,517 | 0.00% | 2q | -24.4%-$199.4K |
| GK Wealth Management LLC | $138.7K | 32,034 | 0.07% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $124.8K | 28,821 | 0.00% | 3q | +17.8%+$18.8K |
| Vanguard Personalized Indexing Management, LLC | $109.9K | 25,378 | 0.00% | new | NEW |
| KING LUTHER CAPITAL MANAGEMENT CORP | $108.2K | 25,000 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $100.0K | 23,162 | 0.00% | new | NEW |
| XTX Topco Ltd | $89.8K | 20,737 | 0.00% | new | NEW |
| INGALLS & SNYDER LLC | $87.0K | 20,000 | 0.00% | new | NEW |
| UBS Group AG | $80.6K | 18,606 | 0.00% | 8q | -83.0%-$394.0K |
| BOKF, NA | $75.8K | 17,500 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $63.0K | 14,555 | 0.00% | new | NEW |
| CITIGROUP INC | $56.5K | 13,042 | 0.00% | 2q | -87.0%-$376.5K |
| MORGAN STANLEY | $47.0K | 10,860 | 0.00% | 7q | +164.6%+$29.2K |
| MILLENNIUM MANAGEMENT LLC | $46.4K | 10,713 | 0.00% | 3q | -67.3%-$95.6K |
| BNP PARIBAS FINANCIAL MARKETS | $40.9K | 9,445 | 0.00% | new | NEW |
| GAMMA Investing LLC | $19.6K | 4,531 | 0.00% | 3q | +120.5%+$10.7K |
| RHUMBLINE ADVISERS | $17.1K | 3,950 | 0.00% | 3q | +6.2% |
| Marquette Asset Management, LLC | $8.7K | 2,000 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $4.0K | 967 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.2K | 500 | 0.00% | 5q | HELD |
| SHP Wealth Management | $2.1K | 482 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $2.0K | 450 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.8K | 423 | 0.00% | 8q | HELD |
| FIFTH THIRD BANCORP | $1.3K | 300 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.3K | 300 | 0.00% | 16q | HELD |
| Federation des caisses Desjardins du Quebec | $368 | 85 | 0.00% | 2q | HELD |
| Bogart Wealth, LLC | $260 | 60 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $178 | 41 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $4 | 1 | 0.00% | new | NEW |
| BESSEMER GROUP INC | $0 | 36 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $137.8K | 45,063 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 33 | $11.7M | 2,696,698 | 14 | 6 | 5 | 0.0% |
| Q1 2026 | 21 | $12.2M | 2,872,789 | 9 | 6 | 1 | 0.0% |
| Q4 2025 | 22 | $2.4M | 491,427 | 12 | 4 | 4 | 0.0% |
| Q3 2025 | 12 | $583.4K | 130,632 | 3 | 3 | 2 | 0.0% |
| Q2 2025 | 12 | $167.7K | 64,177 | 5 | 3 | 2 | 0.0% |
| Q1 2025 | 8 | $329.1K | 84,168 | 1 | 3 | 1 | 0.0% |
| Q4 2024 | 7 | $209.2K | 52,430 | 3 | 0 | 1 | 0.0% |
| Q3 2024 | 3 | $14.2K | 2,139 | 2 | 0 | 0 | 0.0% |
| Q2 2024 | 2 | $14.8K | 3,700 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $81.4K | 18,937 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 4 | $326.0K | 80,641 | 0 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $396.3K | 67,264 | 2 | 2 | 0 | 0.0% |
| Q2 2023 | 4 | $390.2K | 42,796 | 0 | 1 | 1 | 0.0% |
| Q1 2023 | 6 | $383.9K | 47,929 | 1 | 0 | 2 | 0.0% |
| Q4 2022 | 6 | $606.0K | 56,979 | 3 | 1 | 1 | 0.0% |
| Q3 2022 | 4 | $750.0K | 45,718 | 4 | 0 | 0 | 0.0% |