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Investar Holding shares owned by Creative Planning

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Investar Holding

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All positions including Investar Holding held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investar Holding by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $405k 14k 29.96

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Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
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View all positions for Creative Planning

Top funds holding Investar Holding

BlackRock
Vanguard Capital Management
Dimensional Fund Advisors
Geode Capital Management
Fourthstone
Banc Funds Company
Royce & Associates
Alliancebernstein
Citadel Advisors
Two Sigma Investments
State Street Corporation
Texas Capital Bank Wealth Management Services
Arrowstreet Capital, Limited Partnership
Sandler O'Neill Asset Management
Vanguard Portfolio Management

View all funds holding Investar Holding