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Disclosery

ISTR INVESTAR HOLDING CORP

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COMMON STOCK (common), issuer CIK 1602658

107 managers (111 13F filers) reported a position in ISTR shares at 2026-03-31, 7,664,913 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
107
13F filers
111
New
19
Added
42
Reduced
25
Sold out
11
Shares held by filers
7,664,913

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.1,102,825$30.1M<0.01%+104,70013F-HRTimelineGroup
Fourthstone LLC827,389$22.6M3.82%+131,39713F-HRTimeline
VANGUARD GROUP INCgroup of 4 filers holding811,194$22.1MnewTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP437,405$11.9M<0.01%+26,84213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.401,085$10.7M<0.01%-53,50013F-HRTimeline
BANC FUNDS CO LLC306,896$8.2M1.53%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC300,099$8.19M<0.01%+76,76613F-HRTimelineGroup
ROYCE & ASSOCIATES LP292,086$7.97M0.08%-3,74813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…250,797$6.84M<0.01%-31,63013F-HRTimelineGroup
HighTower Advisors, LLC211,918$5.78M0.01%+201,91713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP177,013$4.85M<0.01%+42,07113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …163,271$4.45M<0.01%+54,44713F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC157,000$4.28M0.84%-15,13813F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC141,775$3.87M0.08%+4,55013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC136,366$3.72M0.07%+5,74613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp123,244$3.36M<0.01%+87,09513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP114,933$3.13M<0.01%+27,18713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC105,250$2.87M<0.01%+56,07513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC97,273$2.65M<0.01%-24,73813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY91,643$2.5M<0.01%+31,93013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.86,568$2.37M0.05%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,956$2.02M0.01%new13F-HRTimelineGroup
Glass Wealth Management Co LLC66,586$1.82M0.7%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO65,281$1.78M<0.01%+31,27213F-HRTimelineGroup
Empowered Funds, LLC64,701$1.76M0.01%+5,74613F-HR/ATimeline
Qube Research & Technologies Ltd64,122$1.75M<0.01%+40,23913F-HRTimeline
Connor, Clark & Lunn Investment Managem…60,424$1.65M<0.01%-1,25713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,868$1.5M<0.01%+15,57713F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P52,739$1.44M0.04%+11,62513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC50,416$1.37M<0.01%-14,88513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,742$1.36M<0.01%new13F-HRTimelineGroup
Numerai GP LLC43,057$1.17M0.12%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC41,640$1.14M0.12%-4,79413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,146$1.04M0.01%-6,18613F-HRTimeline
MENDON CAPITAL ADVISORS CORP38,037$1.04M0.4%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co36,019$982K<0.01%+10,06913F-HRTimelineGroup
Integrated Quantitative Investments LLC33,582$916K0.17%+21,46113F-HRTimeline
True North Advisors, LLC27,060$738K0.08%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,817$731K<0.01%+1,48513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,736$675K<0.01%-6,62913F-HRTimelineGroup
Legato Capital Management LLC24,000$654K0.06%+11,87913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,970$654K<0.01%-1,37413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,537$642K<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT21,243$579K0.01%-813F-HRTimeline
STRS OHIO20,500$559K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC20,087$548K<0.01%-14,81513F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP18,481$512K0.03%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD17,232$470K<0.01%-1,36813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC15,706$428K<0.01%-7,15413F-HRTimeline
Nuveen, LLCin group TIAA15,017$410K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC13,243$361K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC12,600$344K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,356$337K<0.01%-5,42313F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,065$329K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.11,784$321K0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.11,537$315K<0.01%-52613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,882$297K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,000$273K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS9,524$260K<0.01%+2,14913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,230$252K<0.01%new13F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/9,078$248K<0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,819$240K0.03%013F-HRTimeline
ELCO Management Co., LLC8,037$219K0.11%013F-HRTimeline
MANGROVE PARTNERS IM, LLC7,979$218K0.02%new13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP7,952$217K0.02%new13F-HRTimeline
Polymer Capital Management (US) LLC7,627$208K0.03%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…7,155$195K<0.01%+1,72613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,006$164K<0.01%+1,74913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,234$141K<0.01%-3,11613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding4,814$131K+629Timeline
NEW YORK STATE COMMON RETIREMENT FUND4,600$125K<0.01%+2,40013F-HRTimeline
CWM, LLCin group CWM, LLC3,464$94.5K<0.01%+2213F-HRTimelineGroup
NewEdge Advisors, LLC3,396$92.6K<0.01%+513F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,739$74.7K<0.01%-98413F-HRTimelineGroup
Copeland Capital Management, LLC2,401$65.5K<0.01%+8613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,880$51.3K<0.01%-613F-HRTimelineGroup
Police & Firemen's Retirement System of…1,769$48.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,596$43.5K<0.01%+1,38313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,108$30.2K<0.01%+31313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,047$28.6K<0.01%+63613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,019$27.8K<0.01%-4413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…906$24.7K<0.01%013F-HRTimelineGroup
State of Alaska, Department of Revenue851$23K<0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…707$19.3K<0.01%+14313F-HRTimeline
FMR LLCin group FMR LLC670$18.3K<0.01%+113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.653$17.8K<0.01%-21013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.568$15.5K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC425$11.6K<0.01%-10313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214$6K<0.01%-5813F-HRTimelineGroup
Capital Advisors, Ltd. LLC180$5K<0.01%013F-HRTimeline
GAMMA Investing LLC175$4.77K<0.01%+3113F-HRTimeline
1 NORTH WEALTH SERVICES LLC125$3.41K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC121$3.3K<0.01%new13F-HR/ATimeline
Essential Partners LLC109$2.97K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.106$2.89K<0.01%-7213F-HR/ATimelineGroup
Allworth Financial LP94$2.56K<0.01%+6013F-HRTimeline
SBI Securities Co., Ltd.81$2.21K<0.01%+8013F-HRTimeline
Parallel Advisors, LLC78$2.14K<0.01%+7213F-HR/ATimeline
IFP Advisors, Inc52$1.42K<0.01%013F-HRTimeline
MAI Capital Management29$791<0.01%+2413F-HRTimeline
Farther Finance Advisors, LLC25$688<0.01%013F-HRTimeline
Root Financial Partners, LLC24$654<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$518<0.01%+913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12$327<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC11$300<0.01%013F-HRTimeline
True Wealth Design, LLC4$110<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1$27<0.01%013F-HRTimeline