Interactive Brokers Ownership
| IBKR Stock | USD 173.36 2.50 1.42% |
Shares in Circulation | First Issued 2006-03-31 | Previous Quarter 109.5 M | Current Value 109.7 M | Avarage Shares Outstanding 70.9 M | Quarterly Volatility 44.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Interactive |
Interactive Stock Ownership Analysis
About 87.0% of the company shares are owned by institutional investors. The book value of Interactive Brokers was currently reported as 39.3. The company recorded earning per share (EPS) of 6.93. Interactive Brokers last dividend was issued on the 28th of February 2025. Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut. Interactive Brokers operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 2571 people. To learn more about Interactive Brokers Group call Thomas Peterffy at 203 618 5800 or check out https://www.interactivebrokers.com.Besides selling stocks to institutional investors, Interactive Brokers also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Interactive Brokers' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Interactive Brokers' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Interactive Brokers Quarterly Liabilities And Stockholders Equity |
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Interactive Brokers Insider Trades History
Roughly 3.0% of Interactive Brokers Group are currently held by insiders. Unlike Interactive Brokers' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Interactive Brokers' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Interactive Brokers' insider trades
Interactive Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Interactive Brokers is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Interactive Brokers Group backward and forwards among themselves. Interactive Brokers' institutional investor refers to the entity that pools money to purchase Interactive Brokers' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wellington Management Company Llp | 2024-12-31 | 1.5 M | Norges Bank | 2024-12-31 | 1.3 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.3 M | Fmr Inc | 2024-12-31 | 1.3 M | Jarislowsky Fraser Ltd | 2024-12-31 | 1.2 M | Neuberger Berman Group Llc | 2024-12-31 | 1.1 M | Jacobs Levy Equity Management, Inc. | 2024-12-31 | 1.1 M | Bares Capital Management Inc | 2024-12-31 | 951.6 K | Wells Fargo & Co | 2024-12-31 | 947.8 K | Blackrock Inc | 2024-12-31 | 10.3 M | Vanguard Group Inc | 2024-12-31 | 10.1 M |
Interactive Brokers Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Interactive Brokers insiders, such as employees or executives, is commonly permitted as long as it does not rely on Interactive Brokers' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Interactive Brokers insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomas Peterffy over a month ago Disposition of 4870 shares by Thomas Peterffy of Interactive Brokers subject to Rule 16b-3 | ||
Nemser Earl H over six months ago Disposition of 1235 shares by Nemser Earl H of Interactive Brokers at 96.45 subject to Rule 16b-3 | ||
Philip Uhde over a year ago Sale by Philip Uhde of 57952 shares of Interactive Brokers |
Interactive Brokers' latest congressional trading
Congressional trading in companies like Interactive Brokers, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Interactive Brokers by those in governmental positions are based on the same information available to the general public.
| 2024-12-11 | Representative Morgan McGarvey | Acquired Under $15K | Verify |
Interactive Brokers Outstanding Bonds
Interactive Brokers issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Interactive Brokers uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Interactive bonds can be classified according to their maturity, which is the date when Interactive Brokers Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| INTERC 45 30 JUN 56 Corp BondUS45846AAA88 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Interactive Brokers Corporate Filings
| 6th of March 2025 Other Reports | ViewVerify | |
10K | 5th of March 2025 An amendment to a previously filed Form 10-K | ViewVerify |
10K | 27th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 24th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Pair Trading with Interactive Brokers
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Interactive Brokers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Interactive Brokers will appreciate offsetting losses from the drop in the long position's value.Moving together with Interactive Stock
The ability to find closely correlated positions to Interactive Brokers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Interactive Brokers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Interactive Brokers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Interactive Brokers Group to buy it.
The correlation of Interactive Brokers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Interactive Brokers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Interactive Brokers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Interactive Brokers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Interactive Stock Analysis
When running Interactive Brokers' price analysis, check to measure Interactive Brokers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Interactive Brokers is operating at the current time. Most of Interactive Brokers' value examination focuses on studying past and present price action to predict the probability of Interactive Brokers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Interactive Brokers' price. Additionally, you may evaluate how the addition of Interactive Brokers to your portfolios can decrease your overall portfolio volatility.