Position in IBKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,763,187
+$2,445,462 QoQ
Shares Held
100,680
+6.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#245
of 1,105 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFM Investors Pty Ltd holds $201,319,216 across 11 Capital Markets names. IBKR ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,415 | $68,181,508 | |
| 2 | MS |
Morgan Stanley
|
271,816 | $56,820,416 | |
| 3 | SCHW |
Schwab Charles Corp
|
377,465 | $34,828,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
170,318 | $17,079,489 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
100,680 | $8,763,187 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
20,812 | $5,862,324 | |
| 7 | IREN |
IREN Ltd
|
75,828 | $3,467,614 | |
| 8 | TW |
Tradeweb Markets Inc.
|
27,557 | $2,746,330 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,763,187 | 100,680 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,317,725 | 94,196 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,698,316 | 88,607 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,019,636 | 87,482 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,950,994 | 89,352 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,707,394 | 22,389 | Shares | Sole | 2025-05-21 | |
| No filing history on record for this holder in this stock. | ||||||