IBKR Interactive Brokers Dashboard

Interactive Brokers Group, Inc. operates as an investment holding company, which engages in broker or dealer and proprietary trading businesses. It operates through the following segments: Electronic Brokerage and Corporate. The Electronic Brokerage segment is a direct market access broker, which serve the customers of both traditional brokers and prime brokers. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.

Company profile

Ticker

IBKR

Exchange

NASDAQ

Website

www.interactivebrokers.com/

CEO

Milan Galik

Incorporated

Delaware

Location

Connecticut

Fiscal year end

Dec 31

Sector

Finance and Insurance > Investment Banking and Securities Dealing

Industry (SIC)

Security Brokers, Dealers & Flotation Companies

Goldman Sachs • Morgan Stanley • Nomura • Navient • Blackrock • Charles Schwab • Jefferies • Raymond James Financial • TD Ameritrade Holding • XP ...

SEC CIK

0001381197

Corporate docs

Articles of Incorporation & Bylaws

IBKR stock data

S&P 500

1M 1Y 2Y 5Y

News

Pro users get this 30m faster

Cathie Wood's ARK Invest Posts Fund Sales For Monday, Mar. 1, 2021: IBKR, MELI, RHHBY, PSTI, HIMS, BMY, SSYS, SPLK, SNAP, REGN, PINS, NVS, ICE, FLIR, HON, CRM, BABA, TCEHY, AAPL

1 Mar 21

Interactive Brokers (IBKR) - 113 Shares MercadoLibre (MELI) - 6,807 Roche (RHHBY) - 225,300 Pluristem Therapeutics (PSTI) - 14,036 Hims & Hers Health (HIMS) - 5,844 Bristol-Myers Squibb (BMY) -

Stocks That Hit 52-Week Highs On Friday

19 Feb 21

Friday morning saw 331 companies set new 52-week highs.

Congressional Hearing On GameStop Ahead: What Investors Need To Know

17 Feb 21

On Thursday, Congress is taking its first crack at sorting through the stock market drama surrounding Reddit’s WallStreetBets, the trading app Robinhood, hedge fund Citadel Securities and high-flying stocks like GameStop Corp. (NYSE: GME).

Stocks That Hit 52-Week Highs On Tuesday

9 Feb 21

Stocks Making New 52-Week Highs/Lows For Friday, Feb. 5, 2021 (Via Benzinga Pro's Signals Tool)

5 Feb 21

Press releases

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Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for February 2021, Includes Reg.-NMS Execution Statistics

1 Mar 21

Interactive Brokers Group, Inc. (NASDAQ:IBKR), an automated global electronic broker, today reported its Electronic Brokerage monthly performance metrics for February. Brokerage highlights for the month

Levi & Korsinsky, LLP, National Class Action Law Firm, Announces Class Action Investigation Against Interactive Brokers Group, Inc. (NASDAQ: IBKR).

1 Feb 21

New York, New York--(Newsfile Corp. - February 1, 2021) - Levi & Korsinsky, LLP, a national securities law firm that has recovered hundreds of millions of dollars for investors, announces that it has commenced an

Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for January 2021, includes Reg.-NMS Execution Statistics

1 Feb 21

Interactive Brokers Group, Inc. (NASDAQ:IBKR) an automated global electronic broker, today reported its Electronic Brokerage monthly performance metrics for January. Brokerage highlights for the month included: 3,295

Interactive Brokers Lifts All Trading Restrictions on Options

30 Jan 21

Interactive Brokers Takes Action on Actively Traded Symbols

28 Jan 21

Calendar

1 Mar 21

5 Mar 21

31 Dec 21

Financial summary

Financial statements Chart IBKR financial data

Quarter (USD)	Dec 20	Sep 20	Jun 20	Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

IBKR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
3 Mar 21	Frank Thomas AJ	Class A common stock	Sell	Dispose S	No	Yes	77.06	5,869	452.27K	593,515
3 Mar 21	Frank Thomas AJ	Class A common stock	Sell	Dispose S	No	Yes	76.36	23,694	1.81M	599,384
3 Mar 21	Frank Thomas AJ	Class A common stock	Sell	Dispose S	No	Yes	75.68	3,100	234.61K	623,078
3 Mar 21	Brody Paul Jonathan	Class A common stock	Sell	Dispose S	Yes	Yes	77.05	186	14.33K	6,814
3 Mar 21	Brody Paul Jonathan	Class A common stock	Sell	Dispose S	Yes	Yes	76.36	662	50.55K	7,000
3 Mar 21	Brody Paul Jonathan	Class A common stock	Sell	Dispose S	Yes	Yes	75.69	77	5.83K	7,662
2 Mar 21	Frank Thomas AJ	Class A common stock	Sell	Dispose S	No	Yes	76.89	884	67.97K	626,178
2 Mar 21	Frank Thomas AJ	Class A common stock	Sell	Dispose S	No	Yes	76.06	13,235	1.01M	627,062
2 Mar 21	Frank Thomas AJ	Class A common stock	Sell	Dispose S	No	Yes	75.42	18,446	1.39M	640,297
2 Mar 21	Brody Paul Jonathan	Class A common stock	Sell	Dispose S	Yes	Yes	76.89	31	2.38K	7,739

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

IBKR institutional ownership history Ownership history

85.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	274	260	+5.4%
Opened positions	45	44	+2.3%
Closed positions	31	29	+6.9%
Increased positions	101	80	+26.3%
Reduced positions	82	83	-1.2%

13F shares	Current	Prev Q	Change
Total value	4.72B	3.23B	+46.1%
Total shares	77.33M	66.96M	+15.5%
Total puts	586.9K	748.2K	-21.6%
Total calls	630.21K	449.4K	+40.2%
Total put/call ratio	0.9	1.7	-44.1%

Largest owners	Shares	Value	Change
Greenwich Wealth Management	10.01M	$609.9M	+1482.2%
Kayne Anderson Rudnick Investment Management	7.33M	$446.51M	+8.5%
Vanguard	7.13M	$434.14M	+2.3%
BLK Blackrock	6.59M	$401.72M	+5.3%
Bares Capital Management	5.5M	$334.85M	-0.3%
Baillie Gifford & Co	4.19M	$254.98M	-21.5%
Cantillon Capital Management	2.48M	$150.99M	-0.4%
Select Equity	1.99M	$121.47M	-1.0%
Ancient Art	1.89M	$115.13M	0.0%
STT State Street	1.79M	$108.74M	+5.8%

Largest transactions	Shares	Bought/sold	Change
Greenwich Wealth Management	10.01M	+9.38M	+1482.2%
Baillie Gifford & Co	4.19M	-1.15M	-21.5%
TPG	0	-1.02M	EXIT
Caledonia	0	-995.71K	EXIT
Norges Bank	784.02K	+784.02K	NEW
ANTIPODES PARTNERS	573.74K	+573.74K	NEW
Kayne Anderson Rudnick Investment Management	7.33M	+571.25K	+8.5%
Samlyn Capital	568.43K	+568.43K	NEW
Dimensional Fund Advisors	861.81K	-487.34K	-36.1%
D. E. Shaw & Co.	545.88K	+419.58K	+332.2%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

GAIN Capital

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

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From filing 10-K 2020 FY