ISTR Institutional Ownership
Investar Holding Corporation
1W: +0.6%
1M: -3.3%
3M: +0.6%
YTD: +12.2%
1Y: +27.8%
3Y: +182.2%
5Y: +49.3%
$29.41
+0.45 (+1.55%)
Weekly Expected Move ±1.9%
$28
$29
$29
$30
$31
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — ISTR
134
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$241M
Total Invested
27
New Positions
53
Increased
38
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (144 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,256,649 | $37M | +153,824 | +13.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 545,555 | $16M | -42,872 | -7.3% | 2Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 516,506 | $15M | +79,101 | +18.1% | 37Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 331,684 | $10M | +31,585 | +10.5% | 40Q | SEC ↗ |
| 5 | Fourthstone LLC | 322,428 | $9M | -504,961 | -61.0% | 5Q | SEC ↗ |
| 6 | BANC FUNDS CO LLC | 306,896 | $9M | — | +0.0% | 49Q | SEC ↗ |
| 7 | ROYCE & ASSOCIATES LP | 292,086 | $9M | — | +0.0% | 33Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 285,225 | $8M | -115,860 | -28.9% | 26Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 267,398 | $8M | +217,656 | +437.6% | 2Q | SEC ↗ |
| 10 | STATE STREET CORP | 262,939 | $8M | +85,926 | +48.5% | 37Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 244,626 | $7M | +219,890 | +888.9% | 8Q | SEC ↗ |
| 12 | Texas Capital Bank Wealth Management S NEW | 168,779 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 161,787 | $5M | -1,484 | -0.9% | 10Q | SEC ↗ |
| 14 | MALTESE CAPITAL MANAGEMENT LLC | 160,900 | $5M | +3,900 | +2.5% | 24Q | SEC ↗ |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 154,581 | $5M | +12,659 | +8.9% | 2Q | SEC ↗ |
| 16 | MORGAN STANLEY | 152,895 | $4M | +61,252 | +66.8% | 48Q | SEC ↗ |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC | 139,386 | $4M | -2,389 | -1.7% | 23Q | SEC ↗ |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 131,675 | $4M | +26,425 | +25.1% | 38Q | SEC ↗ |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 130,677 | $4M | -5,689 | -4.2% | 25Q | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 130,173 | $4M | +66,051 | +103.0% | 6Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 122,552 | $4M | +7,619 | +6.6% | 37Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 95,093 | $3M | +40,225 | +73.3% | 15Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 92,273 | $3M | +87,039 | +1663.0% | 11Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 82,652 | $2M | +4,948 | +6.4% | 2Q | SEC ↗ |
| 25 | AMERICAN CENTURY COMPANIES INC | 79,251 | $2M | -18,022 | -18.5% | 10Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 74,408 | $2M | -137,510 | -64.9% | 28Q | SEC ↗ |
| 27 | Invesco Ltd. | 72,010 | $2M | +60,473 | +524.2% | 4Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 71,091 | $2M | -2,865 | -3.9% | 2Q | SEC ↗ |
| 29 | Connor, Clark & Lunn Investment Manage | 70,668 | $2M | +10,244 | +17.0% | 8Q | SEC ↗ |
| 30 | Empowered Funds, LLC | 69,612 | $2M | +4,911 | +7.6% | 13Q | SEC ↗ |
| 31 | XTX Topco Ltd NEW | 60,614 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | HSBC HOLDINGS PLC | 57,802 | $2M | +7,386 | +14.7% | 28Q | SEC ↗ |
| 33 | MENDON CAPITAL ADVISORS CORP | 57,740 | $2M | +19,703 | +51.8% | 4Q | SEC ↗ |
| 34 | Glass Wealth Management Co LLC | 49,903 | $1M | -16,683 | -25.1% | 2Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 45,920 | $1M | -77,324 | -62.7% | 11Q | SEC ↗ |
| 36 | D. E. Shaw & Co., Inc. NEW | 45,300 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | AQR CAPITAL MANAGEMENT LLC | 42,195 | $1M | +15,378 | +57.3% | 4Q | SEC ↗ |
| 38 | STEEL GROVE CAPITAL ADVISORS, LLC | 41,805 | $1M | +165 | +0.4% | 41Q | SEC ↗ |
| 39 | Squarepoint Ops LLC NEW | 40,702 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | MARSHALL WACE, LLP NEW | 40,686 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 39,191 | $1M | +3,172 | +8.8% | 9Q | SEC ↗ |
| 42 | Sixth Street Partners Management Compa NEW | 39,191 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | OCCUDO QUANTITATIVE STRATEGIES LP | 34,451 | $1M | +15,970 | +86.4% | 2Q | SEC ↗ |
| 44 | SEI INVESTMENTS CO | 31,624 | $930K | -33,657 | -51.6% | 3Q | SEC ↗ |
| 45 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30,499 | $897K | -7,647 | -20.0% | 10Q | SEC ↗ |
| 46 | Quadrature Capital Ltd NEW | 27,174 | $799K | — | +0.0% | 1Q | SEC ↗ |
| 47 | True North Advisors, LLC | 27,092 | $797K | +32 | +0.1% | 2Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE | 24,912 | $733K | +942 | +3.9% | 15Q | SEC ↗ |
| 49 | Schonfeld Strategic Advisors LLC NEW | 24,074 | $708K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Trexquant Investment LP NEW | 23,793 | $700K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Texas Capital Bank Wealth Managemen | 168,779 | $5M |
| XTX Topco Ltd | 60,614 | $2M |
| D. E. Shaw & Co., Inc. | 45,300 | $1M |
| Squarepoint Ops LLC | 40,702 | $1M |
| MARSHALL WACE, LLP | 40,686 | $1M |
| Sixth Street Partners Management Co | 39,191 | $1M |
| Quadrature Capital Ltd | 27,174 | $799K |
| Schonfeld Strategic Advisors LLC | 24,074 | $708K |
| Trexquant Investment LP | 23,793 | $700K |
| Engineers Gate Manager LP | 18,204 | $535K |
| Quantbot Technologies LP | 17,295 | $509K |
| VICTORY CAPITAL MANAGEMENT INC | 13,716 | $403K |
| Creative Planning | 13,523 | $398K |
| WINTON GROUP Ltd | 12,235 | $360K |
| Voleon Capital Management LP | 11,271 | $331K |
| Thrivent Financial for Lutherans | 9,169 | $270K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 7,670 | $226K |
| VOYA INVESTMENT MANAGEMENT LLC | 7,320 | $215K |
| AXQ CAPITAL, LP | 7,070 | $208K |
| Sequoia Financial Advisors, LLC | 7,021 | $206K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 250,797 | $7M |
| ACADIAN ASSET MANAGEMENT LLC | 167,925 | $5M |
| Hillsdale Investment Management Inc | 96,937 | $3M |
| AlTi Global, Inc. | 86,568 | $3M |
| MARTINGALE ASSET MANAGEMENT L P | 52,739 | $2M |
| PRUDENTIAL FINANCIAL INC | 18,010 | $530K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 15,706 | $462K |
| LSV ASSET MANAGEMENT | 12,200 | $359K |
| JANE STREET GROUP, LLC | 8,317 | $245K |
| MANGROVE PARTNERS IM, LLC | 7,979 | $235K |
| MIRABELLA FINANCIAL SERVICES LLP | 7,952 | $234K |
| Polymer Capital Management (US) LLC | 7,627 | $224K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2,691 | $79K |
| Copeland Capital Management, LLC | 2,401 | $71K |
| AMALGAMATED BANK | 288 | $8K |
| QUADRANT CAPITAL GROUP LLC | 121 | $4K |
| MAI Capital Management | 29 | $1K |
| Root Financial Partners, LLC | 24 | $1K |
| Covestor Ltd | 21 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +219,890 | +888.9% | 244,626 |
| CITADEL ADVISORS LLC | +217,656 | +437.6% | 267,398 |
| BlackRock, Inc. | +153,824 | +13.9% | 1,256,649 |
| JPMORGAN CHASE & CO | +87,039 | +1663.0% | 92,273 |
| STATE STREET CORP | +85,926 | +48.5% | 262,939 |
| DIMENSIONAL FUND ADVISORS LP | +79,101 | +18.1% | 516,506 |
| Qube Research & Technologies Ltd | +66,051 | +103.0% | 130,173 |
| MORGAN STANLEY | +61,252 | +66.8% | 152,895 |
| Invesco Ltd. | +60,473 | +524.2% | 72,010 |
| GOLDMAN SACHS GROUP INC | +40,225 | +73.3% | 95,093 |
| GEODE CAPITAL MANAGEMENT, LLC | +31,585 | +10.5% | 331,684 |
| RENAISSANCE TECHNOLOGIES LLC | +26,425 | +25.1% | 131,675 |
| MENDON CAPITAL ADVISORS CORP | +19,703 | +51.8% | 57,740 |
| UBS Group AG | +17,498 | +379.4% | 22,110 |
| OCCUDO QUANTITATIVE STRATEGIES LP | +15,970 | +86.4% | 34,451 |
| AQR CAPITAL MANAGEMENT LLC | +15,378 | +57.3% | 42,195 |
| BNP PARIBAS FINANCIAL MARKETS | +13,805 | +504.0% | 16,544 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +12,659 | +8.9% | 154,581 |
| Connor, Clark & Lunn Investment Man | +10,244 | +17.0% | 70,668 |
| Point72 Asset Management, L.P. | +7,759 | +71.3% | 18,641 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fourthstone LLC | -504,961 | -61.0% | 322,428 |
| HighTower Advisors, LLC | -137,510 | -64.9% | 74,408 |
| ALLIANCEBERNSTEIN L.P. | -115,860 | -28.9% | 285,225 |
| Bank of New York Mellon Corp | -77,324 | -62.7% | 45,920 |
| VANGUARD CAPITAL MANAGEMENT LLC | -42,872 | -7.3% | 545,555 |
| Numerai GP LLC | -35,063 | -81.4% | 7,994 |
| SEI INVESTMENTS CO | -33,657 | -51.6% | 31,624 |
| AMERICAN CENTURY COMPANIES INC | -18,022 | -18.5% | 79,251 |
| STRS OHIO | -17,000 | -82.9% | 3,500 |
| Glass Wealth Management Co LLC | -16,683 | -25.1% | 49,903 |
| Integrated Quantitative Investments | -11,079 | -33.0% | 22,503 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -7,647 | -20.0% | 30,499 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -5,689 | -4.2% | 130,677 |
| Kestra Advisory Services, LLC | -2,865 | -3.9% | 71,091 |
| KENNEDY CAPITAL MANAGEMENT LLC | -2,389 | -1.7% | 139,386 |
| MILLENNIUM MANAGEMENT LLC | -2,388 | -10.1% | 21,149 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -1,484 | -0.9% | 161,787 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -531 | -75.1% | 176 |
| FEDERATED HERMES, INC. | -365 | -64.3% | 203 |
| RITHOLTZ WEALTH MANAGEMENT | -234 | -1.1% | 21,009 |