Joel Isaacson & Co., LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1599330 NEW YORK, NY

Position in IBKR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$868,659

+$199,905 QoQ

Shares Held

9,980

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#600

of 1,112 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $24,041,833 across 9 Capital Markets names. IBKR ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,873	$9,985,256
2	MS	Morgan Stanley	46,639	$9,749,416
3	JEF	Jefferies Financial Group Inc.	19,915	$995,351
4	IBKR	Interactive Brokers Group, Inc. This page	9,980	$868,659
5	SCHW	Schwab Charles Corp	8,812	$813,083
6	HOOD	Robinhood Markets, Inc.	7,028	$704,767
7	ETOR	eToro Group Ltd.	14,000	$552,580
8	EVR	Evercore Inc.	1,026	$350,317

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,659	9,980	+0.1%	Shares	Sole	2026-08-04
2026-03-31	$668,754	9,971	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$640,463	9,959	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$684,453	9,947	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$550,498	9,935	+300.6%	Shares	Sole	2025-07-23
2025-03-31	$410,663	2,480	+3.3%	Shares	Sole	2025-04-25
2024-12-31	$424,184	2,401	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$334,185	2,398	+0.2%	Shares	Sole	2024-10-23
2024-06-30	$293,381	2,393	+0.2%	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.