Northwest & Ethical Investments L.P.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2033536
TORONTO, A6
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$194,273
-$201,909 QoQ
Shares Held
2,232
-62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#889
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, 2026Northwest & Ethical Investments L.P. holds $3,793,297 across 7 Capital Markets names. IBKR ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,580 | $2,002,603 | |
| 2 | TW |
Tradeweb Markets Inc.
|
10,656 | $1,061,976 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
2,345 | $235,156 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,232 | $194,273 | |
| 5 | SCHW |
Schwab Charles Corp
|
1,455 | $134,252 | |
| 6 | WULF |
Terawulf Inc.
|
4,302 | $106,259 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
1,914 | $58,778 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,273 | 2,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $396,182 | 5,907 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $379,879 | 5,907 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $604,702 | 8,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $606,628 | 10,948 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $569,132 | 3,437 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||