ISTR · Investar Holding Corp · Shareholders & Ownership

$28.74 +0.09 (+0.31%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$395.95M

13.78M

Volume · Oct 21 101.57K Avg daily vol (3M) 107.21K

Every disclosed holder of ISTR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns ISTR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	125	8,090,948	58.73%	Yes
Insiders (Forms 3, 4, 5)	17	1,356,408	9.85%	Yes
13D/G-only blocks	2	1,231,817	8.94%	Yes
Remaining	—	3,097,853	22.49%	Rest
Registered funds (N-PORT, not summed)	144	2,929,664	21.26%	No

Shares outstanding: 13,777,026, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of ISTR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,256,649	9.12%	+153,824	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	365,245	2.65%	+77,651	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	128,599	0.93%	+15,499	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	70,555	0.51%	-1,096	May 29, 2026	BlackRock Funds, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	44,064	0.32%	+11,995	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	21,691	0.16%	+5,453	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution	714,283	5.18%	-250,797	Jun 30, 2026	Rule 13d-1(b), qualified institution
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,555	3.96%	-42,872	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Flack David A Insider CIK 2104641 · Jan 21, 2026 Director, issuer-wide	517,708	3.76%	+1,360	Jan 21, 2026	Director, issuer-wide
5	Bay Pond Partners, L.P. 13G CIK 936872 · Unknown · Mar 31, 2026 Rule 13d-1(c), passive investor	517,534	3.76%	-54,144	Mar 31, 2026	Rule 13d-1(c), passive investor
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	516,506	3.75%	+79,101	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	104,577	0.76%	+25,873	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	68,217	0.50%	+39,507	Jul 31, 2026	Dimensional ETF Trust, not summed
6.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	61,394	0.45%	+776	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	53,699	0.39%	+7,830	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,732	0.37%	+3,992	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	395,631	2.87%	-41,553	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,684	2.41%	+31,585	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Fourthstone LLC 13F CIK 1767803 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	322,428	2.34%	-504,961	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Fourthstone LLC 13G CIK 1767803 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	322,428	2.34%	-504,961	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	306,896	2.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
11	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	292,086	2.12%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	138,211	1.00%	0	Jun 30, 2026	ROYCE FUND, not summed
11.2	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	43,335	0.31%	0	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
12	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	285,225	2.07%	-115,860	Jun 30, 2026	carried, not yet filed for the newest quarter
13	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,398	1.94%	+217,656	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	262,939	1.91%	+85,926	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,500	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	270	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15	D'Angelo John J Insider CIK 1611432 · Apr 1, 2026 Director, Chief Executive Officer, issuer-wide	253,206	1.84%	—	Apr 1, 2026	Director, Chief Executive Officer, issuer-wide
16	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	244,626	1.78%	+219,890	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Texas Capital Bank Wealth Management Services Inc 13F CIK 1802655 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,779	1.23%	+168,779	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,787	1.17%	-1,484	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MALTESE CAPITAL MANAGEMENT LLC 13F CIK 1040762 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	160,900	1.17%	+3,900	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Nelson Andrew C Insider CIK 1611476 · Jan 21, 2026 Director, issuer-wide	156,524	1.14%	+2,882	Jan 21, 2026	Director, issuer-wide
21	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,581	1.12%	+12,659	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	152,895	1.11%	+61,252	Jun 30, 2026	carried, not yet filed for the newest quarter
23	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,386	1.01%	-2,389	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	136,336	0.99%	-489	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,675	0.96%	+26,425	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,677	0.95%	-5,689	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	43,000	0.31%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
26.2	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	16,865	0.12%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,173	0.94%	+66,051	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	122,552	0.89%	+7,619	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,730	0.05%	-224	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,621	0.05%	+1,131	Jun 30, 2026	Northern Funds, not summed
29	ROYCE MICRO-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE MICRO-CAP TRUST, INC., not summed	110,540	0.80%	—	Jun 30, 2026	ROYCE MICRO-CAP TRUST, INC., not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	95,093	0.69%	+40,225	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	20,536	0.15%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
30.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	13,494	0.10%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	92,273	0.67%	+87,039	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	82,652	0.60%	+4,948	Jun 30, 2026	carried, not yet filed for the newest quarter
33	HIDALGO WILLIAM H Insider CIK 1127438 · Jan 21, 2026 Director, issuer-wide	80,685	0.59%	+1,503	Jan 21, 2026	Director, issuer-wide
34	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	79,251	0.58%	-18,022	Jun 30, 2026	carried, not yet filed for the newest quarter
35	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,408	0.54%	-137,510	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,010	0.52%	+60,473	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,883	0.07%	+2,186	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
36.2	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	1,325	0.01%	-796	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
37	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	71,091	0.52%	-2,865	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,668	0.51%	+10,244	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,612	0.51%	+4,911	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	69,612	0.51%	+4,911	Jun 30, 2026	EA Series Trust, not summed
40	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	68,648	0.50%	+588	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	65,892	0.48%	+20,356	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	Jordan Robert Chris Insider CIK 1706122 · Apr 23, 2026 Director, issuer-wide	60,798	0.44%	+2,000	Apr 23, 2026	Director, issuer-wide
43	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	60,614	0.44%	+60,614	Jun 30, 2026	carried, not yet filed for the newest quarter
44	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	57,802	0.42%	+7,386	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MENDON CAPITAL ADVISORS CORP 13F CIK 1177043 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,740	0.42%	+19,703	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	53,661	0.39%	-33,440	May 31, 2026	American Century ETF Trust, not summed
47	Glass Wealth Management Co LLC 13F CIK 2017692 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,903	0.36%	-16,683	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	45,920	0.33%	-77,324	Jun 30, 2026	carried, not yet filed for the newest quarter
49	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	45,300	0.33%	+45,300	Jun 30, 2026	carried, not yet filed for the newest quarter
50	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,195	0.31%	+15,378	Jun 30, 2026	carried, not yet filed for the newest quarter

16 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 216 holders

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Key facts CIK 1602658 CUSIP 46134L105 13F (30d) 15 filings 15 filers Visit website Investor relations