IBIB β€” ISHARES TR

Ownership history in MKT Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

MKT Advisors LLC reported ISHARES TR (IBIB) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.13% in 2025 Q3. The latest visible filing shows IBIB at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MKT Advisors LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBIB was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MKT Advisors LLC held IBIB β€” position size vs. price
% of Fund (quarterly)    IBIB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 14,204 +1,951 +15.9% 0.13% $359K 2025-10-17 $25.32
2025 Q2 INITIATED 12,253 β€” β€” 0.12% $309K 2025-07-16 $25.06

FAQ About MKT Advisors LLC and IBIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MKT Advisors LLC reported owning IBIB?

MKT Advisors LLC reported IBIB across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported IBIB position in MKT Advisors LLC's portfolio?

The largest reported portfolio weight for IBIB was 0.13% in 2025 Q3.

What is the latest reported IBIB position on this page?

The most recent filing on this page is 2025 Q3, when MKT Advisors LLC reported 14,204 shares, equal to 0.13% of portfolio, with an estimated market value of $359K.

What does the chart on this IBIB ownership page compare?

The chart compares MKT Advisors LLC's quarterly IBIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MKT Advisors LLC Holdings