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FIRST TRUST ADVISORS LP: IBOC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on IBOC, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 820,840 IBOC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,840 shares
    Change vs previous 13F -316,732 shares

    0.04% of the 13F portfolio, value $62,342,798.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,137,572 shares
    Change vs previous 13F -226,576 shares

    0.05% of the 13F portfolio, value $76,547,219.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,364,148 shares
    Change vs previous 13F +93,610 shares

    0.07% of the 13F portfolio, value $90,633,993.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,270,538 shares
    Change vs previous 13F +18,591 shares

    0.07% of the 13F portfolio, value $87,349,487.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,251,947 shares
    Change vs previous 13F +21,250 shares

    0.07% of the 13F portfolio, value $83,329,592.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,230,697 shares
    Change vs previous 13F -219,343 shares

    0.07% of the 13F portfolio, value $77,607,752.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,450,040 shares
    Change vs previous 13F +255,070 shares

    0.08% of the 13F portfolio, value $91,584,526.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,194,970 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $71,447,256.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).