Joel Isaacson & Co., LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1599330
NEW YORK, NY
Position in IBKR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$668,754
+$28,291 QoQ
Shares Held
9,971
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Joel Isaacson & Co., LLC holds $19,315,541 across 8 Capital Markets names. IBKR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,899 | $8,374,455 | |
| 2 | MS |
Morgan Stanley
|
47,621 | $7,836,987 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,731 | $820,539 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
19,878 | $820,365 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
9,971 | $668,754 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
7,028 | $487,040 | |
| 7 | EVR |
Evercore Inc.
|
1,023 | $305,375 | |
| 8 | ABTC |
American Bitcoin Corp.
|
32,899 | $2,026 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $668,754 | 9,971 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $640,463 | 9,959 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $684,453 | 9,947 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $550,498 | 9,935 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $410,663 | 2,480 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $424,184 | 2,401 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $334,185 | 2,398 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $293,381 | 2,393 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $266,763 | 2,388 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||