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ISTR · Investar Holding Corp · Held by Funds

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$29.28 +0.54 (+1.88%)
Russell 2000 member Rebalance outlook locked
Market Cap
$395.95M
Shares
13.78M
Volume · Oct 22 43.53K Avg daily vol (3M) 107.21K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of ISTR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.08% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.90% 399,144
Index ETFs 9.18% 1,265,061
Active ETFs 1.58% 217,473
Active funds 5.93% 816,351
Unclassified 0.58% 79,393
All registered funds 20.16% 2,777,422
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding ISTR

146 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 395,631 $11,853,105 0.00%
iShares Russell 2000 ETF 365,245 $10,942,740 0.01%
Royce Micro-Cap Fund 138,211 $4,140,802 0.97%
Fidelity Small Cap Index Fund 136,315 $4,105,808 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 136,336 $4,084,627 0.00%
iShares Russell 2000 Value ETF 128,599 $3,852,826 0.03%
ROYCE MICRO-CAP TRUST, INC. 110,540 $3,311,778 0.36%
U.S. SMALL CAP VALUE PORTFOLIO 104,577 $3,149,859 0.02%
EA Bridgeway Omni Small-Cap Value ETF 69,612 $2,085,576 0.09%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 68,648 $2,067,678 0.00%
Dimensional US Small Cap Value ETF 68,217 $2,054,696 0.03%
BlackRock Advantage Small Cap Core Fund 70,555 $1,993,884 0.04%
VANGUARD RUSSELL 2000 INDEX FUND 65,892 $1,862,108 0.01%
U.S. Targeted Value Portfolio 61,394 $1,849,187 0.01%
Fidelity Extended Market Index Fund 59,298 $1,675,761 0.00%
Dimensional U.S. Targeted Value ETF 53,699 $1,617,414 0.01%
U.S. SMALL CAP PORTFOLIO 50,732 $1,528,048 0.01%
Avantis U.S. Small Cap Value ETF 53,661 $1,516,460 0.01%
Dimensional U.S. Small Cap ETF 45,490 $1,370,159 0.01%
iShares Micro-Cap ETF 44,064 $1,320,157 0.09%
Royce Capital Fund - Micro-Cap Portfolio 43,335 $1,298,317 0.92%
Omni Small-Cap Value Fund 43,000 $1,288,280 0.10%
U.S. MICRO CAP PORTFOLIO 36,866 $1,110,404 0.01%
Schwab Small-Cap Index Fund 31,202 $939,804 0.01%
Dimensional U.S. Core Equity 2 ETF 28,826 $868,239 0.00%
Master Small Cap Index Series 21,691 $649,862 0.01%
Goldman Sachs Small Cap Value Insights Fund 20,536 $618,544 0.05%
Avantis U.S. Small Cap Equity ETF 19,689 $556,411 0.02%
Diversified Equity Alpha Master Portfolio 18,282 $547,729 0.02%
Nuveen Small Cap Blend Index Fund 17,280 $520,474 0.01%
Fidelity Small Cap Value Index Fund 17,271 $517,439 0.02%
Fidelity Series Total Market Index Fund 18,081 $510,969 0.00%
Ultra-Small Company Fund 16,865 $505,275 0.51%
EQ/2000 Managed Volatility Portfolio 15,274 $457,609 0.01%
Fidelity Total Market Index Fund 15,835 $447,497 0.00%
Victory Target Managed Allocation Fund 15,316 $432,830 0.25%
AUER GROWTH 15,000 $423,900 0.54%
Fidelity Nasdaq Composite Index ETF 14,573 $411,833 0.00%
Goldman Sachs Absolute Return Tracker Fund 13,494 $404,280 0.01%
NORTH SQUARE KENNEDY MICROCAP FUND 12,360 $349,294 1.06%
U.S. CORE EQUITY 2 PORTFOLIO 10,969 $330,386 0.00%
CornerCap Small-Cap Value Fund 14,031 $308,121 0.26%
Invesco RAFI US 1500 Small-Mid ETF 9,883 $297,676 0.01%
Strategic Advisers U.S. Total Stock Fund 10,377 $293,254 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 9,866 $278,813 0.02%
LVIP State Street Small-Cap Index Fund 9,300 $278,628 0.01%
JAMES MICRO CAP FUND 8,542 $255,918 0.78%
WisdomTree U.S. SmallCap Dividend Fund 8,065 $241,627 0.01%
Schwab Total Stock Market Index Fund 7,833 $235,930 0.00%
VOYA INDEX PLUS SMALLCAP PORTFOLIO 7,320 $219,307 0.05%
Showing 1–50 of 146 positions
Key facts CIK 1602658 CUSIP 46134L105 13F (30d) 15 filings 15 filers Visit website Investor relations