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Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBKR overviewAll 13F holders of IBKRFull Q2 2026 holdings

Shares (Q2 2026)
22,395
Value
$1.95M
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of IBKR by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,395$1.95M<0.1%+13,072+140.2%AddedHolders
Q1 20269,323$625.3K<0.1%+577+6.6%AddedHolders
Q4 20258,746$562.4K<0.1%+453+5.5%AddedHolders
Q3 20258,293$570.7K<0.1%−260−3.0%ReducedHolders
Q2 20258,553$473.9K<0.1%+605+7.6%AddedConverted for a 4-for-1 splitHolders
Q1 20251,987$329.1K<0.1%+79+4.1%AddedHolders
Q4 20241,908$337.1K<0.1%+20+1.1%AddedHolders
Q3 20241,888$263.1K<0.1%+1,888NewHolders