IHT Wealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1697490
Chicago, IL
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,449
+$31,694 QoQ
Shares Held
4,865
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#730
of 1,105 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026IHT Wealth Management, LLC holds $11,887,685 across 10 Capital Markets names. IBKR ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,463 | $6,536,484 | |
| 2 | MS |
Morgan Stanley
|
9,521 | $1,990,269 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,056 | $743,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,004 | $702,360 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,207 | $621,667 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
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|
4,865 | $423,449 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
5,898 | $351,343 | |
| 8 | CLSK |
Cleanspark, Inc.
|
17,950 | $261,172 |
All Filings in IBKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,449 | 4,865 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $391,755 | 5,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $381,229 | 5,928 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $434,672 | 6,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $339,718 | 6,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $268,255 | 1,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,758 | 1,442 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $252,659 | 1,813 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $222,151 | 1,812 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $214,371 | 1,919 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||