Aaron Wealth Advisors LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1812198
Chicago, IL
Position in IBKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$388,633
+$82,191 QoQ
Shares Held
4,465
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#750
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026Aaron Wealth Advisors LLC holds $13,090,409 across 6 Capital Markets names. IBKR ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,707 | $4,746,671 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,296 | $4,344,845 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,400 | $1,974,578 | |
| 4 | NMR |
Nomura Holdings Inc
|
106,655 | $936,430 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,973 | $699,252 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
4,465 | $388,633 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,633 | 4,465 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $306,442 | 4,569 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $279,234 | 4,342 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $285,767 | 4,153 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||