Interactive Brokers Group Ownership 2024 | Who Owns Interactive Brokers Group Now?
Institutional Ownership
18.82%
Insider Ownership
3.13%
Retail Ownership
78.05%
Institutional Holders
279.00
Interactive Brokers Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.26% | 0.02% | 9,917,240 | 239,775 | 2.48% | 1,215,853,624 | Jun 30, 2024 |
BLACKROCK INC. | 8.69% | 0.03% | 9,301,894 | 210,611 | 2.32% | 1,140,412,160 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | 6.50% | 5.32% | 6,961,727 | -168,019 | -2.36% | 853,507,730 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 3.74% | 0.04% | 4,005,703 | 302,935 | 8.18% | 491,099,367 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.54% | 1.13% | 3,785,131 | -1,352,485 | -26.33% | 464,057,081 | Jun 30, 2024 |
CANTILLON CAPITAL MANAGEMENT LLC | 3.25% | 2.85% | 3,478,575 | -177,129 | -4.85% | 426,473,295 | Jun 30, 2024 |
STATE STREET CORP | 2.96% | 0.02% | 3,169,224 | -21,156 | -0.66% | 388,546,862,000 | Jun 30, 2024 |
EGERTON CAPITAL (UK) LLP | 2.93% | 3.88% | 3,133,370 | 309,673 | 10.97% | 384,151,162 | Jun 30, 2024 |
GREENWICH WEALTH MANAGEMENT LLC | 2.78% | 26.68% | 2,979,372 | 8,038 | 0.27% | 365,271,000 | Jun 30, 2024 |
BARES CAPITAL MANAGEMENT, INC. | 2.37% | 14.93% | 2,532,665 | -277,466 | -9.87% | 310,504,729 | Jun 30, 2024 |
MARSHALL WACE, LLP | 2.34% | 0.41% | 2,507,059 | 481,826 | 23.79% | 307,365,432 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.83% | 0.02% | 1,959,143 | 84,701 | 4.52% | 240,250,267 | Jun 30, 2024 |
NORGES BANK | 1.54% | 0.03% | 1,648,852 | 1,648,852 | 100.00% | 202,149,255 | Jun 30, 2024 |
JARISLOWSKY, FRASER LTD | 1.43% | 1.14% | 1,528,790 | -181,496 | -10.61% | 187,429,654 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 1.33% | 0.20% | 1,420,522 | -59,256 | -4.00% | 174,155,994 | Jun 30, 2024 |
MORGAN STANLEY | 1.32% | 0.01% | 1,417,830 | -412,188 | -22.52% | 173,826,258 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.15% | 0.12% | 1,231,014 | -18,638 | -1.49% | 150,959,268 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.11% | 0.01% | 1,184,862 | 171,212 | 16.89% | 145,264,066 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.01% | 0.06% | 1,082,017 | 1,004,289 | 1292.06% | 132,655,284 | Jun 30, 2024 |
FMR LLC | 0.91% | 0.01% | 975,411 | 232,516 | 31.30% | 119,585,484 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GREENWICH WEALTH MANAGEMENT LLC | 2.78% | 26.68% | 2,979,372 | 8,038 | 0.27% | 365,271,000 | Jun 30, 2024 |
OAKCLIFF CAPITAL PARTNERS, LP | 0.28% | 19.84% | 302,647 | - | - | 37,104,522 | Jun 30, 2024 |
LANSING MANAGEMENT LP | 0.14% | 18.08% | 148,898 | 71,315 | 91.92% | 18,254,895 | Jun 30, 2024 |
ANCIENT ART, L.P. | 0.49% | 16.49% | 525,174 | -25,000 | -4.54% | 64,386,332 | Jun 30, 2024 |
BARES CAPITAL MANAGEMENT, INC. | 2.37% | 14.93% | 2,532,665 | -277,466 | -9.87% | 310,504,729 | Jun 30, 2024 |
BROOKTREE CAPITAL MANAGEMENT | 0.13% | 14.57% | 139,009 | -12,866 | -8.47% | 17,042,503 | Jun 30, 2024 |
RV CAPITAL AG | 0.29% | 9.14% | 309,947 | - | - | 37,999,502 | Jun 30, 2024 |
SPARTA 24 LTD. | 0.08% | 9.13% | 83,680 | 83,680 | 100.00% | 10,259,168 | Jun 30, 2024 |
BRONTE CAPITAL MANAGEMENT PTY LTD. | 0.76% | 7.77% | 809,799 | -32,626 | -3.87% | 99,281,357 | Jun 30, 2024 |
HUDSON WAY CAPITAL MANAGEMENT LLC | 0.38% | 6.92% | 409,082 | 78,065 | 23.58% | 50,153,453 | Jun 30, 2024 |
FIRETRAIL INVESTMENTS PTY LTD | 0.16% | 6.19% | 166,573 | 90,015 | 117.58% | 20,421,850 | Jun 30, 2024 |
HENGISTBURY INVESTMENT PARTNERS LLP | 0.11% | 6.12% | 119,000 | 119,000 | 100.00% | 14,589,400 | Jun 30, 2024 |
AWH CAPITAL, L.P. | 0.04% | 5.69% | 45,000 | - | - | 5,517,000 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | 6.50% | 5.32% | 6,961,727 | -168,019 | -2.36% | 853,507,730 | Jun 30, 2024 |
MARVIN & PALMER ASSOCIATES INC | 0.04% | 5.23% | 41,650 | 41,650 | 100.00% | 5,106,290 | Jun 30, 2024 |
ABRAMS BISON INVESTMENTS, LLC | 0.38% | 4.91% | 408,000 | -405,000 | -49.82% | 50,020,800 | Jun 30, 2024 |
OWLS NEST PARTNERS IA, LLC | 0.13% | 4.69% | 133,794 | 17,463 | 15.01% | 16,403,144 | Jun 30, 2024 |
ROVIDA ADVISORS INC. | 0.09% | 4.37% | 100,000 | 40,000 | 66.67% | 12,258,000 | Jun 30, 2024 |
NOKED ISRAEL LTD | 0.11% | 3.89% | 115,000 | 55,000 | 91.67% | 14,099,000 | Jun 30, 2024 |
EGERTON CAPITAL (UK) LLP | 2.93% | 3.88% | 3,133,370 | 309,673 | 10.97% | 384,151,162 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.54% | 0.03% | 1,648,852 | 1,648,852 | 100.00% | 202,149,255 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.01% | 0.06% | 1,082,017 | 1,004,289 | 1292.06% | 132,655,284 | Jun 30, 2024 |
MARSHALL WACE, LLP | 2.34% | 0.41% | 2,507,059 | 481,826 | 23.79% | 307,365,432 | Jun 30, 2024 |
EGERTON CAPITAL (UK) LLP | 2.93% | 3.88% | 3,133,370 | 309,673 | 10.97% | 384,151,162 | Jun 30, 2024 |
MARATHON ASSET MANAGEMENT LTD | 0.28% | 1.17% | 304,977 | 304,977 | 100.00% | 37,389,919 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 3.74% | 0.04% | 4,005,703 | 302,935 | 8.18% | 491,099,367 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.26% | 0.02% | 9,917,240 | 239,775 | 2.48% | 1,215,853,624 | Jun 30, 2024 |
FMR LLC | 0.91% | 0.01% | 975,411 | 232,516 | 31.30% | 119,585,484 | Jun 30, 2024 |
BLACKROCK INC. | 8.69% | 0.03% | 9,301,894 | 210,611 | 2.32% | 1,140,412,160 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.11% | 0.01% | 1,184,862 | 171,212 | 16.89% | 145,264,066 | Jun 30, 2024 |
UBS GROUP AG | 0.20% | 0.01% | 216,503 | 148,851 | 220.02% | 26,543,268 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.13% | 0.09% | 135,455 | 135,455 | 100.00% | 16,606,783 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.15% | 0.04% | 165,700 | 122,600 | 284.45% | 20,314,820 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.27% | 0.01% | 286,950 | 121,948 | 73.91% | 35,180,070 | Jun 30, 2024 |
HENGISTBURY INVESTMENT PARTNERS LLP | 0.11% | 6.12% | 119,000 | 119,000 | 100.00% | 14,589,400 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.60% | 0.33% | 646,535 | 115,247 | 21.69% | 79,265,191 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.23% | 0.06% | 246,000 | 105,700 | 75.34% | 30,159,600 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.72% | 0.02% | 773,541 | 91,923 | 13.49% | 94,836,126,000 | Jun 30, 2024 |
FIRETRAIL INVESTMENTS PTY LTD | 0.16% | 6.19% | 166,573 | 90,015 | 117.58% | 20,421,850 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.83% | 0.02% | 1,959,143 | 84,701 | 4.52% | 240,250,267 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.54% | 1.13% | 3,785,131 | -1,352,485 | -26.33% | 464,057,081 | Jun 30, 2024 |
FIL LTD | 0.48% | 0.06% | 511,988 | -548,753 | -51.73% | 62,769,729 | Jun 30, 2024 |
JUNTO CAPITAL MANAGEMENT LP | - | - | - | -477,044 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 1.32% | 0.01% | 1,417,830 | -412,188 | -22.52% | 173,826,258 | Jun 30, 2024 |
ABRAMS BISON INVESTMENTS, LLC | 0.38% | 4.91% | 408,000 | -405,000 | -49.82% | 50,020,800 | Jun 30, 2024 |
BARES CAPITAL MANAGEMENT, INC. | 2.37% | 14.93% | 2,532,665 | -277,466 | -9.87% | 310,504,729 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.15% | 0.03% | 161,600 | -236,900 | -59.45% | 19,812,160 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -227,352 | -100.00% | - | Jun 30, 2024 |
JARISLOWSKY, FRASER LTD | 1.43% | 1.14% | 1,528,790 | -181,496 | -10.61% | 187,429,654 | Jun 30, 2024 |
WOODSON CAPITAL MANAGEMENT, LP | - | - | - | -179,000 | -100.00% | - | Jun 30, 2024 |
CANTILLON CAPITAL MANAGEMENT LLC | 3.25% | 2.85% | 3,478,575 | -177,129 | -4.85% | 426,473,295 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | 6.50% | 5.32% | 6,961,727 | -168,019 | -2.36% | 853,507,730 | Jun 30, 2024 |
CORONATION FUND MANAGERS LTD. | 0.73% | 2.75% | 782,619 | -154,574 | -16.49% | 95,949,089 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -141,630 | -100.00% | - | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -115,287 | -100.00% | - | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -111,698 | -100.00% | - | Jun 30, 2024 |
POLAR CAPITAL HOLDINGS PLC | 0.24% | 0.18% | 253,203 | -101,277 | -28.57% | 31,042,688 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.43% | 0.03% | 460,145 | -99,756 | -17.82% | 56,413,777,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.77% | 0.02% | 825,475 | -93,382 | -10.16% | 101,203,206 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.36% | 0.05% | 384,007 | -86,346 | -18.36% | 47,079,258 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.54% | 0.03% | 1,648,852 | 1,648,852 | 100.00% | 202,149,255 | Jun 30, 2024 |
MARATHON ASSET MANAGEMENT LTD | 0.28% | 1.17% | 304,977 | 304,977 | 100.00% | 37,389,919 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.13% | 0.09% | 135,455 | 135,455 | 100.00% | 16,606,783 | Jun 30, 2024 |
HENGISTBURY INVESTMENT PARTNERS LLP | 0.11% | 6.12% | 119,000 | 119,000 | 100.00% | 14,589,400 | Jun 30, 2024 |
SPARTA 24 LTD. | 0.08% | 9.13% | 83,680 | 83,680 | 100.00% | 10,259,168 | Jun 30, 2024 |
BEACON HARBOR WEALTH ADVISORS, INC. | 0.05% | 1.54% | 48,333 | 48,333 | 100.00% | 5,926,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.04% | 0.00% | 42,600 | 42,600 | 100.00% | 5,223,000 | Jun 30, 2024 |
MARVIN & PALMER ASSOCIATES INC | 0.04% | 5.23% | 41,650 | 41,650 | 100.00% | 5,106,290 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.04% | 0.08% | 37,458 | 37,458 | 100.00% | 4,592,351 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.03% | 0.01% | 35,364 | 35,364 | 100.00% | 4,332,000 | Jun 30, 2024 |
PINNBROOK CAPITAL MANAGEMENT LP | 0.03% | 0.91% | 35,309 | 35,309 | 100.00% | 4,328,883 | Jun 30, 2024 |
IBEX WEALTH ADVISORS | 0.02% | 0.51% | 26,646 | 26,646 | 100.00% | 3,266,823 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.02% | 0.01% | 24,885 | 24,885 | 100.00% | 3,050,901 | Jun 30, 2024 |
BAADER BANK AKTIENGESELLSCHAFT | 0.02% | 0.15% | 19,768 | 19,768 | 100.00% | 2,423,557 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.02% | 19,509 | 19,509 | 100.00% | 2,392,000 | Jun 30, 2024 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.02% | 0.33% | 19,038 | 19,038 | 100.00% | 2,334,059 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 0.01% | 0.20% | 15,809 | 15,809 | 100.00% | 1,938,183 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.01% | 0.13% | 15,621 | 15,621 | 100.00% | 1,915,000 | Jun 30, 2024 |
ITAU UNIBANCO HOLDING S.A. | 0.01% | 0.07% | 13,174 | 13,174 | 100.00% | 1,615,132 | Jun 30, 2024 |
MISSION WEALTH MANAGEMENT, LP | 0.01% | 0.04% | 11,502 | 11,502 | 100.00% | 1,410,146 | Jun 30, 2024 |
0.01% | 0.07% | 10,870 | 10,870 | 100.00% | 1,332,445 | Jun 30, 2024 | |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.01% | 0.00% | 8,469 | 8,469 | 100.00% | 1,038,299 | Jun 30, 2024 |
HANSEATIC MANAGEMENT SERVICES INC | 0.01% | 1.26% | 6,828 | 6,828 | 100.00% | 837,113 | Jun 30, 2024 |
NEO IVY CAPITAL MANAGEMENT | 0.01% | 0.16% | 6,532 | 6,532 | 100.00% | 801,000 | Jun 30, 2024 |
VIRTUE CAPITAL MANAGEMENT, LLC | 0.01% | 0.13% | 6,286 | 6,286 | 100.00% | 766,529 | Jun 30, 2024 |
MITSUBISHI UFJ TRUST & BANKING CORP | 0.01% | 0.00% | 5,959 | 5,959 | 100.00% | 730,573 | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 4,911 | 4,911 | 100.00% | 602,089 | Jun 30, 2024 |
IMPACT PARTNERSHIP WEALTH, LLC | 0.00% | 0.15% | 4,635 | 4,635 | 100.00% | 568,300 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 4,347 | 4,347 | 100.00% | 532,976 | Jun 30, 2024 |
VERDAD ADVISERS, LP | 0.00% | 0.59% | 4,151 | 4,151 | 100.00% | 508,913 | Jun 30, 2024 |
INCEPTIONR LLC | 0.00% | 0.14% | 4,040 | 4,040 | 100.00% | 495,304 | Jun 30, 2024 |
OLD NATIONAL BANCORP /IN/ | 0.00% | 0.01% | 3,969 | 3,969 | 100.00% | 486,599 | Jun 30, 2024 |
HOHIMER WEALTH MANAGEMENT, LLC | 0.00% | 0.11% | 3,850 | 3,850 | 100.00% | 472,010 | Jun 30, 2024 |
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 0.00% | 0.16% | 3,718 | 3,718 | 100.00% | 455,827 | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 3,639 | 3,639 | 100.00% | 446,141 | Jun 30, 2024 |
GRIFFIN ASSET MANAGEMENT, INC. | 0.00% | 0.05% | 3,560 | 3,560 | 100.00% | 436,456 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 3,555 | 3,555 | 100.00% | 435,843 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.23% | 3,367 | 3,367 | 100.00% | 412,803 | Jun 30, 2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | 0.00% | 0.02% | 3,341 | 3,341 | 100.00% | 409,607 | Jun 30, 2024 |
FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.09% | 3,167 | 3,167 | 100.00% | 391,631 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.06% | 2,860 | 2,860 | 100.00% | 350,636 | Jun 30, 2024 |
HILLTOP HOLDINGS INC. | 0.00% | 0.04% | 2,744 | 2,744 | 100.00% | 336,414 | Jun 30, 2024 |
FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.02% | 2,672 | 2,672 | 100.00% | 327,587 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.06% | 2,659 | 2,659 | 100.00% | 325,993 | Jun 30, 2024 |
PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 2,649 | 2,649 | 100.00% | 324,767 | Jun 30, 2024 |
RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 2,643 | 2,643 | 100.00% | 324,032 | Jun 30, 2024 |
FINANCIAL STRATEGIES GROUP, INC. | 0.00% | 0.08% | 2,475 | 2,475 | 100.00% | 310,008 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.05% | 2,405 | 2,405 | 100.00% | 294,853 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.05% | 2,227 | 2,227 | 100.00% | 273,030 | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | 0.00% | 0.02% | 2,157 | 2,157 | 100.00% | 264,448 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 2,043 | 2,043 | 100.00% | 250,476 | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | 0.00% | 0.03% | 2,008 | 2,008 | 100.00% | 246,181 | Jun 30, 2024 |
LEUTHOLD GROUP, LLC | 0.00% | 0.03% | 1,911 | 1,911 | 100.00% | 234,289 | Jun 30, 2024 |
FIRST CITIZENS BANK & TRUST CO | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 232,940 | Jun 30, 2024 |
CAPROCK GROUP, LLC | 0.00% | 0.01% | 1,887 | 1,887 | 100.00% | 231,346 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.00% | 0.00% | 1,850 | 1,850 | 100.00% | 220,824 | Jun 30, 2024 |
FIFTH LANE CAPITAL, LP | 0.00% | 0.33% | 1,843 | 1,843 | 100.00% | 225,952 | Jun 30, 2024 |
HOBBS GROUP ADVISORS, LLC | 0.00% | 0.08% | 1,820 | 1,820 | 100.00% | 223,184 | Jun 30, 2024 |
QUANTINNO CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 1,737 | 1,737 | 100.00% | 212,958 | Jun 30, 2024 |
MEYER HANDELMAN CO | 0.00% | 0.01% | 1,700 | 1,700 | 100.00% | 208,420 | Jun 30, 2024 |
SEEDS INVESTOR LLC | 0.00% | 0.11% | 1,689 | 1,689 | 100.00% | 207,120 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.01% | 1,649 | 1,649 | 100.00% | 202,167 | Jun 30, 2024 |
LEEWARD FINANCIAL PARTNERS, LLC | 0.00% | 0.08% | 1,635 | 1,635 | 100.00% | 200,451 | Jun 30, 2024 |
PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.01% | 1,396 | 1,396 | 100.00% | 172,000 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.00% | - | 1,000 | 1,000 | 100.00% | 2,250 | Jun 30, 2024 |
KESSLER INVESTMENT GROUP, LLC | 0.00% | 0.06% | 970 | 970 | 100.00% | 118,922 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 913 | 913 | 100.00% | 112,180 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 777 | 777 | 100.00% | 95,260 | Jun 30, 2024 |
GEN-WEALTH PARTNERS INC | 0.00% | 0.04% | 590 | 590 | 100.00% | 72,334 | Jun 30, 2024 |
ACCENT CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 480 | 480 | 100.00% | 58,848 | Jun 30, 2024 |
ACTIVEST WEALTH MANAGEMENT | 0.00% | 0.02% | 393 | 393 | 100.00% | 48,182 | Jun 30, 2024 |
USA FINANCIAL PORTFORMULAS CORP | 0.00% | 0.01% | 276 | 276 | 100.00% | 33,838 | Jun 30, 2024 |
0.00% | 0.01% | 260 | 260 | 100.00% | 31,889 | Jun 30, 2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 235 | 235 | 100.00% | 28,811 | Jun 30, 2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 0.00% | 0.00% | 171 | 171 | 100.00% | 21,000 | Jun 30, 2024 |
ELEQUIN SECURITIES, LLC | 0.00% | 0.00% | 149 | 149 | 100.00% | 18,267 | Jun 30, 2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.01% | 64 | 64 | 100.00% | 7,846 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.00% | 54 | 54 | 100.00% | 6,620 | Jun 30, 2024 |
ESL TRUST SERVICES, LLC | - | 0.00% | 46 | 46 | 100.00% | 5,640 | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | 0.00% | 24 | 24 | 100.00% | 2,942 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 14 | 14 | 100.00% | 1,716 | Jun 30, 2024 |
TRANSCENDENT CAPITAL GROUP LLC | - | 0.00% | 13 | 13 | 100.00% | 1,594 | Jun 30, 2024 |
SACHETTA, LLC | - | 0.00% | 11 | 11 | 100.00% | 1,309 | Jun 30, 2024 |
NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 2 | 2 | 100.00% | 246 | Jun 30, 2024 |
TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 123 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JUNTO CAPITAL MANAGEMENT LP | - | - | - | -477,044 | -100.00% | - | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -227,352 | -100.00% | - | Jun 30, 2024 |
WOODSON CAPITAL MANAGEMENT, LP | - | - | - | -179,000 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -141,630 | -100.00% | - | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -115,287 | -100.00% | - | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -111,698 | -100.00% | - | Jun 30, 2024 |
TAIREN CAPITAL LTD | - | - | - | -63,963 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -61,166 | -100.00% | - | Jun 30, 2024 |
BLACKBARN CAPITAL PARTNERS LP | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -44,486 | -100.00% | - | Jun 30, 2024 |
EXOR CAPITAL LLP | - | - | - | -39,009 | -100.00% | - | Jun 30, 2024 |
MIURA GLOBAL MANAGEMENT, LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
ATOM INVESTORS LP | - | - | - | -28,902 | -100.00% | - | Jun 30, 2024 |
BUCK WEALTH STRATEGIES, LLC | - | - | - | -20,484 | -100.00% | - | Jun 30, 2024 |
POINT72 EUROPE (LONDON) LLP | - | - | - | -17,900 | -100.00% | - | Jun 30, 2024 |
PIN OAK INVESTMENT ADVISORS INC | - | - | - | -14,090 | -100.00% | - | Jun 30, 2024 |
AVIVA PLC | - | - | - | -7,684 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -6,594 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -5,187 | -100.00% | - | Jun 30, 2024 |
PORTSIDE WEALTH GROUP, LLC | - | - | - | -5,151 | -100.00% | - | Jun 30, 2024 |
GLENMEDE TRUST CO NA | - | - | - | -4,328 | -100.00% | - | Jun 30, 2024 |
BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -4,074 | -100.00% | - | Jun 30, 2024 |
CORTON CAPITAL INC. | - | - | - | -2,953 | -100.00% | - | Jun 30, 2024 |
OPPENHEIMER & CO INC | - | - | - | -2,923 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -2,779 | -100.00% | - | Jun 30, 2024 |
L2 ASSET MANAGEMENT, LLC | - | - | - | -2,759 | -100.00% | - | Jun 30, 2024 |
ALLIANCE WEALTH ADVISORS, LLC /UT | - | - | - | -2,731 | -100.00% | - | Jun 30, 2024 |
WALLACE ADVISORY GROUP, LLC | - | - | - | -2,693 | -100.00% | - | Jun 30, 2024 |
ADVISORY SERVICES NETWORK, LLC | - | - | - | -2,411 | -100.00% | - | Jun 30, 2024 |
ASB CONSULTORES, LLC | - | - | - | -2,190 | -100.00% | - | Jun 30, 2024 |
VIDENT ADVISORY, LLC | - | - | - | -1,801 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,179 | -100.00% | - | Jun 30, 2024 |
TOBAM | - | - | - | -834 | -100.00% | - | Jun 30, 2024 |
CHIRON INVESTMENT MANAGEMENT, LLC | - | - | - | -777 | -100.00% | - | Jun 30, 2024 |
BOKF, NA | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -168 | -100.00% | - | Jun 30, 2024 |
GOALVEST ADVISORY LLC | - | - | - | -63 | -100.00% | - | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
TRUST CO OF VERMONT | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
ENGLISH CAPITAL MANAGEMENT LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
ROTHSCHILD INVESTMENT LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Interactive Brokers Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FOXBY CORP. | 2.23% | 3,900 | 3,900 | - | Dec 31, 2023 |
DIVIDEND & INCOME FUND | 1.75% | 76,000 | 76,000 | - | Dec 31, 2023 |
Tax-Managed Value Portfolio | 0.93% | 90,310 | - | - | Jan 31, 2024 |
CALDWELL & ORKIN FUNDS INC | 0.75% | 10,200 | 6,500 | 175.68% | Jan 31, 2024 |
COPLEY FUND INC /NV/ | 0.37% | 5,000 | - | - | Nov 30, 2022 |
Gabelli ETFs Trust | 0.28% | 3,700 | - | - | Dec 29, 2023 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.22% | 874,951 | 7,385 | 0.85% | Mar 28, 2024 |
HEARTLAND GROUP INC | 0.17% | 98,510 | - | - | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.17% | 1,436,342 | -853,510 | -37.27% | Mar 28, 2024 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.15% | 66,174 | -3,956 | -5.64% | Jan 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.15% | 10,824 | - | - | Sep 30, 2022 |
EATON VANCE SPECIAL INVESTMENT TRUST | 0.14% | 242,048 | 86,488 | 55.60% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.14% | 70,881 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.12% | 225,779 | - | - | Mar 31, 2024 |
GABELLI ASSET FUND | 0.09% | 31,700 | -800 | -2.46% | Dec 29, 2023 |
PUTNAM INVESTMENT FUNDS | 0.08% | 385,200 | - | - | Jan 31, 2024 |
Transparent Value Trust | 0.06% | 1,012 | 769 | 316.46% | Dec 31, 2023 |
Absolute Shares Trust | 0.06% | 23,656 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.05% | 217,936 | -4,594 | -2.06% | Feb 29, 2024 |
Federated Hermes Index Trust | 0.05% | 10,746 | -832 | -7.19% | Jan 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.05% | 472,275 | 47,734 | 11.24% | Feb 29, 2024 |
Collaborative Investment Series Trust | 0.05% | 7,216 | - | - | Mar 31, 2024 |
Midas Series Trust | 0.05% | 1,900 | 1,900 | - | Dec 31, 2023 |
BARON SELECT FUNDS | 0.04% | 464,934 | 27,434 | 6.27% | Mar 31, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.04% | 32,200 | - | - | Dec 29, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.04% | 1,068 | - | - | Mar 31, 2024 |
GABELLI EQUITY TRUST INC | 0.03% | 41,200 | -2,521 | -5.77% | Dec 29, 2023 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 72,481 | -47,655 | -39.67% | Mar 31, 2024 |
REYNOLDS FUNDS INC | 0.03% | 300 | -200 | -40.00% | Mar 31, 2024 |
Federated Hermes MDT Series | 0.02% | 56,783 | - | - | Jan 31, 2024 |
Northern Lights Variable Trust | 0.02% | 22,121 | - | - | Mar 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.02% | 35,579 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 8,768,059 | -1,577,863 | -15.25% | Mar 31, 2024 |
Weiss Strategic Interval Fund | 0.02% | 64,358 | 64,358 | - | Sep 30, 2022 |
VALUED ADVISERS TRUST | 0.02% | 16,800 | -2,600 | -13.40% | Jan 31, 2024 |
GPS Funds II | 0.02% | 171,500 | - | - | Mar 31, 2024 |
VIRTUS VARIABLE INSURANCE TRUST | 0.02% | 23,655 | -25,718 | -52.09% | Mar 28, 2024 |
VALUE LINE CAPITAL APPRECIATION FUND INC | 0.01% | 28,000 | -2,000 | -6.67% | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.01% | 94,568 | -19,468 | -17.07% | Aug 31, 2023 |
GABELLI DIVIDEND & INCOME TRUST | 0.01% | 23,249 | - | - | Dec 29, 2023 |
SYNTAX ETF TRUST | 0.01% | 392 | -115 | -22.68% | Mar 31, 2024 |
AMG Funds IV | 0.01% | 33,608 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,433 | - | - | Mar 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 235,034 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.01% | 215 | 27 | 14.36% | Dec 31, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 2,200 | 2,200 | - | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 5,523 | - | - | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.01% | 23,629 | - | - | Mar 31, 2024 |
BlackRock ETF Trust | 0.01% | 7,482 | -1,799 | -19.38% | Jan 31, 2024 |
BAILLIE GIFFORD FUNDS | 0.01% | 79,425 | - | - | Mar 28, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 23,643 | 372 | 1.60% | Feb 29, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 42,274 | 717 | 1.73% | Jan 31, 2024 |
AGF Investments Trust | 0.01% | -114 | - | - | Mar 31, 2024 |
EATON VANCE GROWTH TRUST | 0.01% | 65,679 | 65,679 | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 22,771 | -33,857 | -59.79% | Jan 31, 2024 |
CENTAUR MUTUAL FUNDS TRUST | 0.01% | 870 | - | - | Jan 31, 2024 |
Virtus ETF Trust II | 0.01% | 7,330 | -501 | -6.40% | Jan 31, 2024 |
Fidelity Central Investment Portfolios LLC | 0.01% | 271,300 | - | - | Feb 29, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 12,200 | -6,295 | -34.04% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 1,003,298 | 28,244 | 2.90% | Feb 29, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 248,790 | -121,297 | -32.78% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 185,563 | 93,232 | 100.98% | Jan 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 18,065 | - | - | Mar 31, 2024 |
AMG FUNDS | 0.00% | 126,714 | -106,486 | -45.66% | Mar 28, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.00% | 41,707 | -13,600 | -24.59% | Jan 31, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 21,286 | -1,023 | -4.59% | Mar 31, 2020 |
SCHWARTZ INVESTMENT TRUST | 0.00% | 20,000 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 68,604 | - | - | Mar 31, 2024 |
Goldman Sachs ETF Trust II | 0.00% | 3,424 | 9 | 0.26% | Feb 29, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,180 | -1 | -0.05% | Sep 30, 2023 |
Federated Hermes Adviser Series | 0.00% | 19,162 | 1,882 | 10.89% | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 248,015 | 11,016 | 4.65% | Jan 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.00% | 181 | - | - | Feb 29, 2024 |
Voya PARTNERS INC | 0.00% | 243,120 | 243,120 | - | Mar 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,612 | 525 | 48.30% | Sep 30, 2020 |
CARILLON SERIES TRUST | 0.00% | 158,340 | 158,340 | - | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 4,615 | -154 | -3.23% | Feb 29, 2024 |
VICTORY PORTFOLIOS | 0.00% | 79,794 | -2,249 | -2.74% | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 5,497 | - | - | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 2,644 | 1,745 | 194.10% | Dec 31, 2023 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 139,300 | 3,900 | 2.88% | Feb 29, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.00% | 10,423 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 62,879 | -4,914 | -7.25% | Mar 31, 2024 |
TIMOTHY PLAN | 0.00% | 9,132 | -572 | -5.89% | Mar 31, 2024 |
Gabelli Healthcare & WellnessRx Trust | 0.00% | 225 | - | - | Dec 29, 2023 |
PFM Multi-Manager Series Trust | 0.00% | 1,500 | - | - | Dec 31, 2023 |
Columbia Funds Variable Series Trust II | 0.00% | 58,049 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 14,046 | -41,508 | -74.72% | Mar 31, 2024 |
Guggenheim Variable Funds Trust | 0.00% | 6,831 | 4,638 | 211.49% | Dec 31, 2023 |
FIDELITY COVINGTON TRUST | 0.00% | 29,107 | -52,509 | -64.34% | Jan 31, 2024 |
DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.00% | 484 | - | - | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 62,146 | -1,026 | -1.62% | Mar 31, 2024 |
ETF Managers Trust | 0.00% | 10,985 | - | - | Dec 31, 2023 |
PUTNAM VARIABLE TRUST | 0.00% | 50,731 | - | - | Mar 31, 2024 |
AdvisorShares Trust | 0.00% | 5,355 | - | - | Mar 28, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 236,763 | -10,214 | -4.14% | Feb 29, 2024 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 355 | - | - | Mar 31, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.00% | 7,250 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 269,022 | 87,556 | 48.25% | Feb 29, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 6,672 | 37 | 0.56% | Feb 29, 2024 |
Interactive Brokers Group Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 279 | -45.93% |
31 Mar, 24 | 516 | 10.73% |
31 Dec, 23 | 466 | 4.72% |
30 Sep, 23 | 445 | 3.97% |
30 Jun, 23 | 428 | -3.39% |
31 Mar, 23 | 443 | 7.00% |
31 Dec, 22 | 414 | 20.35% |
30 Sep, 22 | 344 | -0.86% |
30 Jun, 22 | 347 | 0.87% |
31 Mar, 22 | 344 | -1.71% |
31 Dec, 21 | 350 | 7.03% |
30 Sep, 21 | 327 | -4.66% |
30 Jun, 21 | 343 | 3.31% |
31 Mar, 21 | 332 | 14.48% |
31 Dec, 20 | 290 | 5.45% |
30 Sep, 20 | 275 | 4.17% |
30 Jun, 20 | 264 | 10.46% |
31 Mar, 20 | 239 | -8.43% |
31 Dec, 19 | 261 | 1.56% |
30 Sep, 19 | 257 | -2.28% |
30 Jun, 19 | 263 | -0.75% |
31 Mar, 19 | 265 | 1.53% |
31 Dec, 18 | 261 | -7.45% |
30 Sep, 18 | 282 | -7.84% |
30 Jun, 18 | 306 | 7.37% |
31 Mar, 18 | 285 | 4.40% |
31 Dec, 17 | 273 | 22.42% |
30 Sep, 17 | 223 | 4.69% |
30 Jun, 17 | 213 | -9.75% |
31 Mar, 17 | 236 | -0.84% |
31 Dec, 16 | 238 | 9.17% |
30 Sep, 16 | 218 | -6.03% |
30 Jun, 16 | 232 | 8.92% |
31 Mar, 16 | 213 | -5.75% |
31 Dec, 15 | 226 | 3.67% |
30 Sep, 15 | 218 | 4.31% |
30 Jun, 15 | 209 | 9.42% |
31 Mar, 15 | 191 | 10.40% |
31 Dec, 14 | 173 | 1.17% |
30 Sep, 14 | 171 | - |
30 Jun, 14 | 171 | -2.29% |
31 Mar, 14 | 175 | 0.57% |
31 Dec, 13 | 174 | 4.82% |
30 Sep, 13 | 166 | 9.21% |
30 Jun, 13 | 152 | 192.31% |
31 Mar, 13 | 52 | -11.86% |
31 Dec, 12 | 59 | 9.26% |
30 Sep, 12 | 54 | -20.59% |
30 Jun, 12 | 68 | -2.86% |
31 Mar, 12 | 70 | -7.89% |
31 Dec, 11 | 76 | 26.67% |
30 Sep, 11 | 60 | - |
30 Jun, 11 | 60 | 13.21% |
31 Mar, 11 | 53 | 20.45% |
31 Dec, 10 | 44 | 12.82% |
30 Sep, 10 | 39 | 5.41% |
30 Jun, 10 | 37 | 2.78% |
31 Mar, 10 | 36 | 12.50% |
31 Dec, 09 | 32 | -30.43% |
30 Sep, 09 | 46 | -4.17% |
30 Jun, 09 | 48 | -4.00% |
31 Mar, 09 | 50 | -7.41% |
31 Dec, 08 | 54 | -1.82% |
30 Sep, 08 | 55 | 5.77% |
30 Jun, 08 | 52 | 6.12% |
31 Mar, 08 | 49 | 44.12% |
31 Dec, 07 | 34 | 70.00% |
30 Sep, 07 | 20 | -4.76% |
30 Jun, 07 | 21 | 2000.00% |
31 Mar, 07 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 20,150,485 | -78.24% |
31 Mar, 24 | 92,593,833 | 0.27% |
31 Dec, 23 | 92,340,505 | 0.94% |
30 Sep, 23 | 91,482,812 | 1.24% |
30 Jun, 23 | 90,364,165 | -0.88% |
31 Mar, 23 | 91,163,639 | -0.99% |
31 Dec, 22 | 92,074,193 | -0.08% |
30 Sep, 22 | 92,151,230 | 6.28% |
30 Jun, 22 | 86,706,181 | -0.02% |
31 Mar, 22 | 86,726,891 | 1.41% |
31 Dec, 21 | 85,523,493 | 4.31% |
30 Sep, 21 | 81,986,115 | 2.16% |
30 Jun, 21 | 80,252,488 | 1.49% |
31 Mar, 21 | 79,074,193 | 2.25% |
31 Dec, 20 | 77,336,163 | 14.40% |
30 Sep, 20 | 67,602,002 | -2.60% |
30 Jun, 20 | 69,405,988 | 0.06% |
31 Mar, 20 | 69,367,488 | 0.06% |
31 Dec, 19 | 69,328,053 | 2.64% |
30 Sep, 19 | 67,542,566 | 1.05% |
30 Jun, 19 | 66,842,539 | 0.99% |
31 Mar, 19 | 66,187,695 | 3.10% |
31 Dec, 18 | 64,197,332 | 1.69% |
30 Sep, 18 | 63,128,107 | 2.75% |
30 Jun, 18 | 61,435,570 | -1.45% |
31 Mar, 18 | 62,341,807 | -4.78% |
31 Dec, 17 | 65,469,825 | 0.62% |
30 Sep, 17 | 65,067,603 | 5.25% |
30 Jun, 17 | 61,821,799 | 4.91% |
31 Mar, 17 | 58,927,575 | 4.74% |
31 Dec, 16 | 56,259,824 | -0.93% |
30 Sep, 16 | 56,786,891 | -0.93% |
30 Jun, 16 | 57,321,476 | -0.87% |
31 Mar, 16 | 57,823,676 | 10.09% |
31 Dec, 15 | 52,523,649 | 3.13% |
30 Sep, 15 | 50,931,323 | 7.65% |
30 Jun, 15 | 47,312,864 | 2.45% |
31 Mar, 15 | 46,179,676 | 3.22% |
31 Dec, 14 | 44,740,622 | 1.67% |
30 Sep, 14 | 44,004,397 | 2.23% |
30 Jun, 14 | 43,044,254 | -2.20% |
31 Mar, 14 | 44,014,456 | 5.55% |
31 Dec, 13 | 41,699,763 | 4.79% |
30 Sep, 13 | 39,794,354 | 5.62% |
30 Jun, 13 | 37,677,444 | 163.07% |
31 Mar, 13 | 14,321,966 | -25.43% |
31 Dec, 12 | 19,205,811 | 63.36% |
30 Sep, 12 | 11,756,489 | -45.75% |
30 Jun, 12 | 21,670,309 | 21.30% |
31 Mar, 12 | 17,865,257 | 0.09% |
31 Dec, 11 | 17,848,798 | 16.30% |
30 Sep, 11 | 15,347,636 | -26.23% |
30 Jun, 11 | 20,803,838 | 20.05% |
31 Mar, 11 | 17,329,707 | 12.16% |
31 Dec, 10 | 15,450,837 | -8.87% |
30 Sep, 10 | 16,954,630 | -6.02% |
30 Jun, 10 | 18,041,499 | 1.07% |
31 Mar, 10 | 17,851,006 | 5.81% |
31 Dec, 09 | 16,870,287 | 17.87% |
30 Sep, 09 | 14,312,983 | 3.01% |
30 Jun, 09 | 13,895,091 | -24.82% |
31 Mar, 09 | 18,482,880 | -9.69% |
31 Dec, 08 | 20,465,077 | 48.88% |
30 Sep, 08 | 13,745,751 | -7.52% |
30 Jun, 08 | 14,863,592 | 22.17% |
31 Mar, 08 | 12,166,272 | -3.11% |
31 Dec, 07 | 12,556,255 | -14.41% |
30 Sep, 07 | 14,670,835 | -2.94% |
30 Jun, 07 | 15,114,693 | 11604.20% |
31 Mar, 07 | 129,139 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 18.82% | 0.25% |
31 Mar, 24 | 86.52% | 1.16% |
31 Dec, 23 | 86.26% | 1.11% |
30 Sep, 23 | 88.31% | 4.59% |
30 Jun, 23 | 43.88% | 2.24% |
31 Mar, 23 | 44.27% | 2.21% |
31 Dec, 22 | 44.71% | 2.23% |
30 Sep, 22 | 44.75% | 2.52% |
30 Jun, 22 | 42.11% | 2.37% |
31 Mar, 22 | 42.12% | 2.44% |
31 Dec, 21 | 41.53% | 2.62% |
30 Sep, 21 | 39.82% | 2.62% |
30 Jun, 21 | 38.97% | 2.64% |
31 Mar, 21 | 38.40% | 2.72% |
31 Dec, 20 | 37.56% | 3.48% |
30 Sep, 20 | 32.83% | 2.89% |
30 Jun, 20 | 33.71% | 2.97% |
31 Mar, 20 | 33.69% | 2.97% |
31 Dec, 19 | 33.67% | 3.13% |
30 Sep, 19 | 32.80% | 3.11% |
30 Jun, 19 | 32.46% | 3.14% |
31 Mar, 19 | 32.14% | 3.31% |
31 Dec, 18 | 31.18% | 3.32% |
30 Sep, 18 | 30.66% | 3.44% |
30 Jun, 18 | 29.84% | 3.26% |
31 Mar, 18 | 30.28% | 2.99% |
31 Dec, 17 | 31.79% | 3.18% |
30 Sep, 17 | 31.60% | 3.51% |
30 Jun, 17 | 30.02% | 3.67% |
31 Mar, 17 | 28.62% | 3.83% |
31 Dec, 16 | 27.32% | 3.59% |
30 Sep, 16 | 27.58% | 3.56% |
30 Jun, 16 | 27.84% | 3.53% |
31 Mar, 16 | 28.08% | 4.32% |
31 Dec, 15 | 25.51% | 4.17% |
30 Sep, 15 | 24.73% | 4.69% |
30 Jun, 15 | 22.98% | 4.57% |
31 Mar, 15 | 22.43% | 4.75% |
31 Dec, 14 | 21.73% | 4.76% |
30 Sep, 14 | 21.37% | 4.89% |
30 Jun, 14 | 20.90% | 4.58% |
31 Mar, 14 | 21.37% | 5.21% |
31 Dec, 13 | 20.25% | 5.42% |
30 Sep, 13 | 19.33% | 5.77% |
30 Jun, 13 | 18.30% | 37.82% |
31 Mar, 13 | 6.96% | 8.00% |
31 Dec, 12 | 9.33% | 28.61% |
30 Sep, 12 | 5.71% | 5.15% |
30 Jun, 12 | 10.52% | 13.98% |
31 Mar, 12 | 8.68% | 11.55% |
31 Dec, 11 | 8.67% | 15.60% |
30 Sep, 11 | 7.45% | 7.30% |
30 Jun, 11 | 10.10% | 14.26% |
31 Mar, 11 | 8.42% | 14.95% |
31 Dec, 10 | 7.50% | 11.07% |
30 Sep, 10 | 8.23% | 10.73% |
30 Jun, 10 | 8.76% | 11.66% |
31 Mar, 10 | 8.67% | 12.92% |
31 Dec, 09 | 8.19% | 16.96% |
30 Sep, 09 | 6.95% | 15.27% |
30 Jun, 09 | 6.75% | 8.38% |
31 Mar, 09 | 8.98% | 9.09% |
31 Dec, 08 | 9.94% | 22.30% |
30 Sep, 08 | 6.68% | 12.81% |
30 Jun, 08 | 7.22% | 20.68% |
31 Mar, 08 | 5.91% | 15.89% |
31 Dec, 07 | 6.10% | 12.01% |
30 Sep, 07 | 7.12% | 13.22% |
30 Jun, 07 | 7.34% | 186669.86% |
31 Mar, 07 | 0.06% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 145 | -44.23% |
31 Mar, 24 | 260 | 12.07% |
31 Dec, 23 | 232 | 8.92% |
30 Sep, 23 | 213 | 7.04% |
30 Jun, 23 | 199 | -17.08% |
31 Mar, 23 | 240 | -4.00% |
31 Dec, 22 | 250 | 22.55% |
30 Sep, 22 | 204 | 8.51% |
30 Jun, 22 | 188 | 2.73% |
31 Mar, 22 | 183 | 1.10% |
31 Dec, 21 | 181 | 2.84% |
30 Sep, 21 | 176 | -7.37% |
30 Jun, 21 | 190 | 6.74% |
31 Mar, 21 | 178 | 21.09% |
31 Dec, 20 | 147 | 12.21% |
30 Sep, 20 | 131 | -5.76% |
30 Jun, 20 | 139 | 19.83% |
31 Mar, 20 | 116 | -0.85% |
31 Dec, 19 | 117 | -2.50% |
30 Sep, 19 | 120 | 7.14% |
30 Jun, 19 | 112 | -11.11% |
31 Mar, 19 | 126 | 2.44% |
31 Dec, 18 | 123 | -20.65% |
30 Sep, 18 | 155 | -6.06% |
30 Jun, 18 | 165 | 5.77% |
31 Mar, 18 | 156 | 7.59% |
31 Dec, 17 | 145 | 19.83% |
30 Sep, 17 | 121 | 15.24% |
30 Jun, 17 | 105 | -14.63% |
31 Mar, 17 | 123 | 12.84% |
31 Dec, 16 | 109 | -1.80% |
30 Sep, 16 | 111 | -12.60% |
30 Jun, 16 | 127 | 18.69% |
31 Mar, 16 | 107 | -6.14% |
31 Dec, 15 | 114 | -7.32% |
30 Sep, 15 | 123 | 9.82% |
30 Jun, 15 | 112 | 4.67% |
31 Mar, 15 | 107 | 32.10% |
31 Dec, 14 | 81 | 15.71% |
30 Sep, 14 | 70 | -5.41% |
30 Jun, 14 | 74 | -3.90% |
31 Mar, 14 | 77 | -7.23% |
31 Dec, 13 | 83 | -13.54% |
30 Sep, 13 | 96 | -6.80% |
30 Jun, 13 | 103 | 157.50% |
31 Mar, 13 | 40 | 37.93% |
31 Dec, 12 | 29 | 3.57% |
30 Sep, 12 | 28 | - |
30 Jun, 12 | 28 | -24.32% |
31 Mar, 12 | 37 | -19.57% |
31 Dec, 11 | 46 | 35.29% |
30 Sep, 11 | 34 | -12.82% |
30 Jun, 11 | 39 | 14.71% |
31 Mar, 11 | 34 | 21.43% |
31 Dec, 10 | 28 | 55.56% |
30 Sep, 10 | 18 | 12.50% |
30 Jun, 10 | 16 | - |
31 Mar, 10 | 16 | - |
31 Dec, 09 | 16 | -20.00% |
30 Sep, 09 | 20 | -23.08% |
30 Jun, 09 | 26 | 13.04% |
31 Mar, 09 | 23 | -36.11% |
31 Dec, 08 | 36 | 5.88% |
30 Sep, 08 | 34 | 6.25% |
30 Jun, 08 | 32 | -8.57% |
31 Mar, 08 | 35 | 12.90% |
31 Dec, 07 | 31 | 106.67% |
30 Sep, 07 | 15 | -28.57% |
30 Jun, 07 | 21 | 2000.00% |
31 Mar, 07 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 82 | -51.19% |
31 Mar, 24 | 168 | 8.39% |
31 Dec, 23 | 155 | 2.65% |
30 Sep, 23 | 151 | -1.31% |
30 Jun, 23 | 153 | 12.50% |
31 Mar, 23 | 136 | 28.30% |
31 Dec, 22 | 106 | 15.22% |
30 Sep, 22 | 92 | -12.38% |
30 Jun, 22 | 105 | 1.94% |
31 Mar, 22 | 103 | 1.98% |
31 Dec, 21 | 101 | 32.89% |
30 Sep, 21 | 76 | -7.32% |
30 Jun, 21 | 82 | -11.83% |
31 Mar, 21 | 93 | 10.71% |
31 Dec, 20 | 84 | 6.33% |
30 Sep, 20 | 79 | 16.18% |
30 Jun, 20 | 68 | 1.49% |
31 Mar, 20 | 67 | -16.25% |
31 Dec, 19 | 80 | 6.67% |
30 Sep, 19 | 75 | -11.76% |
30 Jun, 19 | 85 | 1.19% |
31 Mar, 19 | 84 | -2.33% |
31 Dec, 18 | 86 | 24.64% |
30 Sep, 18 | 69 | -21.59% |
30 Jun, 18 | 88 | 7.32% |
31 Mar, 18 | 82 | 9.33% |
31 Dec, 17 | 75 | 53.06% |
30 Sep, 17 | 49 | -14.04% |
30 Jun, 17 | 57 | -6.56% |
31 Mar, 17 | 61 | -14.08% |
31 Dec, 16 | 71 | 14.52% |
30 Sep, 16 | 62 | 14.81% |
30 Jun, 16 | 54 | -10.00% |
31 Mar, 16 | 60 | -9.09% |
31 Dec, 15 | 66 | 26.92% |
30 Sep, 15 | 52 | -5.45% |
30 Jun, 15 | 55 | 14.58% |
31 Mar, 15 | 48 | 4.35% |
31 Dec, 14 | 46 | -11.54% |
30 Sep, 14 | 52 | 18.18% |
30 Jun, 14 | 44 | -27.87% |
31 Mar, 14 | 61 | 19.61% |
31 Dec, 13 | 51 | 64.52% |
30 Sep, 13 | 31 | 63.16% |
30 Jun, 13 | 19 | 375.00% |
31 Mar, 13 | 4 | -77.78% |
31 Dec, 12 | 18 | 63.64% |
30 Sep, 12 | 11 | -50.00% |
30 Jun, 12 | 22 | 4.76% |
31 Mar, 12 | 21 | 40.00% |
31 Dec, 11 | 15 | -21.05% |
30 Sep, 11 | 19 | 58.33% |
30 Jun, 11 | 12 | 20.00% |
31 Mar, 11 | 10 | 66.67% |
31 Dec, 10 | 6 | -40.00% |
30 Sep, 10 | 10 | - |
30 Jun, 10 | 10 | 11.11% |
31 Mar, 10 | 9 | 28.57% |
31 Dec, 09 | 7 | -53.33% |
30 Sep, 09 | 15 | 36.36% |
30 Jun, 09 | 11 | -42.11% |
31 Mar, 09 | 19 | 90.00% |
31 Dec, 08 | 10 | -23.08% |
30 Sep, 08 | 13 | 30.00% |
30 Jun, 08 | 10 | 11.11% |
31 Mar, 08 | 9 | 800.00% |
31 Dec, 07 | 1 | -80.00% |
30 Sep, 07 | 5 | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 279 | -45.93% | 20,150,485 | -78.24% | 18.82% | 0.25% | 145 | -44.23% | 82 | -51.19% |
31 Mar, 24 | 516 | 10.73% | 92,593,833 | 0.27% | 86.52% | 1.16% | 260 | 12.07% | 168 | 8.39% |
31 Dec, 23 | 466 | 4.72% | 92,340,505 | 0.94% | 86.26% | 1.11% | 232 | 8.92% | 155 | 2.65% |
30 Sep, 23 | 445 | 3.97% | 91,482,812 | 1.24% | 88.31% | 4.59% | 213 | 7.04% | 151 | -1.31% |
30 Jun, 23 | 428 | -3.39% | 90,364,165 | -0.88% | 43.88% | 2.24% | 199 | -17.08% | 153 | 12.50% |
31 Mar, 23 | 443 | 7.00% | 91,163,639 | -0.99% | 44.27% | 2.21% | 240 | -4.00% | 136 | 28.30% |
31 Dec, 22 | 414 | 20.35% | 92,074,193 | -0.08% | 44.71% | 2.23% | 250 | 22.55% | 106 | 15.22% |
30 Sep, 22 | 344 | -0.86% | 92,151,230 | 6.28% | 44.75% | 2.52% | 204 | 8.51% | 92 | -12.38% |
30 Jun, 22 | 347 | 0.87% | 86,706,181 | -0.02% | 42.11% | 2.37% | 188 | 2.73% | 105 | 1.94% |
31 Mar, 22 | 344 | -1.71% | 86,726,891 | 1.41% | 42.12% | 2.44% | 183 | 1.10% | 103 | 1.98% |
31 Dec, 21 | 350 | 7.03% | 85,523,493 | 4.31% | 41.53% | 2.62% | 181 | 2.84% | 101 | 32.89% |
30 Sep, 21 | 327 | -4.66% | 81,986,115 | 2.16% | 39.82% | 2.62% | 176 | -7.37% | 76 | -7.32% |
30 Jun, 21 | 343 | 3.31% | 80,252,488 | 1.49% | 38.97% | 2.64% | 190 | 6.74% | 82 | -11.83% |
31 Mar, 21 | 332 | 14.48% | 79,074,193 | 2.25% | 38.40% | 2.72% | 178 | 21.09% | 93 | 10.71% |
31 Dec, 20 | 290 | 5.45% | 77,336,163 | 14.40% | 37.56% | 3.48% | 147 | 12.21% | 84 | 6.33% |
30 Sep, 20 | 275 | 4.17% | 67,602,002 | -2.60% | 32.83% | 2.89% | 131 | -5.76% | 79 | 16.18% |
30 Jun, 20 | 264 | 10.46% | 69,405,988 | 0.06% | 33.71% | 2.97% | 139 | 19.83% | 68 | 1.49% |
31 Mar, 20 | 239 | -8.43% | 69,367,488 | 0.06% | 33.69% | 2.97% | 116 | -0.85% | 67 | -16.25% |
31 Dec, 19 | 261 | 1.56% | 69,328,053 | 2.64% | 33.67% | 3.13% | 117 | -2.50% | 80 | 6.67% |
30 Sep, 19 | 257 | -2.28% | 67,542,566 | 1.05% | 32.80% | 3.11% | 120 | 7.14% | 75 | -11.76% |
30 Jun, 19 | 263 | -0.75% | 66,842,539 | 0.99% | 32.46% | 3.14% | 112 | -11.11% | 85 | 1.19% |
31 Mar, 19 | 265 | 1.53% | 66,187,695 | 3.10% | 32.14% | 3.31% | 126 | 2.44% | 84 | -2.33% |
31 Dec, 18 | 261 | -7.45% | 64,197,332 | 1.69% | 31.18% | 3.32% | 123 | -20.65% | 86 | 24.64% |
30 Sep, 18 | 282 | -7.84% | 63,128,107 | 2.75% | 30.66% | 3.44% | 155 | -6.06% | 69 | -21.59% |
30 Jun, 18 | 306 | 7.37% | 61,435,570 | -1.45% | 29.84% | 3.26% | 165 | 5.77% | 88 | 7.32% |
31 Mar, 18 | 285 | 4.40% | 62,341,807 | -4.78% | 30.28% | 2.99% | 156 | 7.59% | 82 | 9.33% |
31 Dec, 17 | 273 | 22.42% | 65,469,825 | 0.62% | 31.79% | 3.18% | 145 | 19.83% | 75 | 53.06% |
30 Sep, 17 | 223 | 4.69% | 65,067,603 | 5.25% | 31.60% | 3.51% | 121 | 15.24% | 49 | -14.04% |
30 Jun, 17 | 213 | -9.75% | 61,821,799 | 4.91% | 30.02% | 3.67% | 105 | -14.63% | 57 | -6.56% |
31 Mar, 17 | 236 | -0.84% | 58,927,575 | 4.74% | 28.62% | 3.83% | 123 | 12.84% | 61 | -14.08% |
31 Dec, 16 | 238 | 9.17% | 56,259,824 | -0.93% | 27.32% | 3.59% | 109 | -1.80% | 71 | 14.52% |
30 Sep, 16 | 218 | -6.03% | 56,786,891 | -0.93% | 27.58% | 3.56% | 111 | -12.60% | 62 | 14.81% |
30 Jun, 16 | 232 | 8.92% | 57,321,476 | -0.87% | 27.84% | 3.53% | 127 | 18.69% | 54 | -10.00% |
31 Mar, 16 | 213 | -5.75% | 57,823,676 | 10.09% | 28.08% | 4.32% | 107 | -6.14% | 60 | -9.09% |
31 Dec, 15 | 226 | 3.67% | 52,523,649 | 3.13% | 25.51% | 4.17% | 114 | -7.32% | 66 | 26.92% |
30 Sep, 15 | 218 | 4.31% | 50,931,323 | 7.65% | 24.73% | 4.69% | 123 | 9.82% | 52 | -5.45% |
30 Jun, 15 | 209 | 9.42% | 47,312,864 | 2.45% | 22.98% | 4.57% | 112 | 4.67% | 55 | 14.58% |
31 Mar, 15 | 191 | 10.40% | 46,179,676 | 3.22% | 22.43% | 4.75% | 107 | 32.10% | 48 | 4.35% |
31 Dec, 14 | 173 | 1.17% | 44,740,622 | 1.67% | 21.73% | 4.76% | 81 | 15.71% | 46 | -11.54% |
30 Sep, 14 | 171 | - | 44,004,397 | 2.23% | 21.37% | 4.89% | 70 | -5.41% | 52 | 18.18% |
30 Jun, 14 | 171 | -2.29% | 43,044,254 | -2.20% | 20.90% | 4.58% | 74 | -3.90% | 44 | -27.87% |
31 Mar, 14 | 175 | 0.57% | 44,014,456 | 5.55% | 21.37% | 5.21% | 77 | -7.23% | 61 | 19.61% |
31 Dec, 13 | 174 | 4.82% | 41,699,763 | 4.79% | 20.25% | 5.42% | 83 | -13.54% | 51 | 64.52% |
30 Sep, 13 | 166 | 9.21% | 39,794,354 | 5.62% | 19.33% | 5.77% | 96 | -6.80% | 31 | 63.16% |
30 Jun, 13 | 152 | 192.31% | 37,677,444 | 163.07% | 18.30% | 37.82% | 103 | 157.50% | 19 | 375.00% |
31 Mar, 13 | 52 | -11.86% | 14,321,966 | -25.43% | 6.96% | 8.00% | 40 | 37.93% | 4 | -77.78% |
31 Dec, 12 | 59 | 9.26% | 19,205,811 | 63.36% | 9.33% | 28.61% | 29 | 3.57% | 18 | 63.64% |
30 Sep, 12 | 54 | -20.59% | 11,756,489 | -45.75% | 5.71% | 5.15% | 28 | - | 11 | -50.00% |
30 Jun, 12 | 68 | -2.86% | 21,670,309 | 21.30% | 10.52% | 13.98% | 28 | -24.32% | 22 | 4.76% |
31 Mar, 12 | 70 | -7.89% | 17,865,257 | 0.09% | 8.68% | 11.55% | 37 | -19.57% | 21 | 40.00% |
31 Dec, 11 | 76 | 26.67% | 17,848,798 | 16.30% | 8.67% | 15.60% | 46 | 35.29% | 15 | -21.05% |
30 Sep, 11 | 60 | - | 15,347,636 | -26.23% | 7.45% | 7.30% | 34 | -12.82% | 19 | 58.33% |
30 Jun, 11 | 60 | 13.21% | 20,803,838 | 20.05% | 10.10% | 14.26% | 39 | 14.71% | 12 | 20.00% |
31 Mar, 11 | 53 | 20.45% | 17,329,707 | 12.16% | 8.42% | 14.95% | 34 | 21.43% | 10 | 66.67% |
31 Dec, 10 | 44 | 12.82% | 15,450,837 | -8.87% | 7.50% | 11.07% | 28 | 55.56% | 6 | -40.00% |
30 Sep, 10 | 39 | 5.41% | 16,954,630 | -6.02% | 8.23% | 10.73% | 18 | 12.50% | 10 | - |
30 Jun, 10 | 37 | 2.78% | 18,041,499 | 1.07% | 8.76% | 11.66% | 16 | - | 10 | 11.11% |
31 Mar, 10 | 36 | 12.50% | 17,851,006 | 5.81% | 8.67% | 12.92% | 16 | - | 9 | 28.57% |
31 Dec, 09 | 32 | -30.43% | 16,870,287 | 17.87% | 8.19% | 16.96% | 16 | -20.00% | 7 | -53.33% |
30 Sep, 09 | 46 | -4.17% | 14,312,983 | 3.01% | 6.95% | 15.27% | 20 | -23.08% | 15 | 36.36% |
30 Jun, 09 | 48 | -4.00% | 13,895,091 | -24.82% | 6.75% | 8.38% | 26 | 13.04% | 11 | -42.11% |
31 Mar, 09 | 50 | -7.41% | 18,482,880 | -9.69% | 8.98% | 9.09% | 23 | -36.11% | 19 | 90.00% |
31 Dec, 08 | 54 | -1.82% | 20,465,077 | 48.88% | 9.94% | 22.30% | 36 | 5.88% | 10 | -23.08% |
30 Sep, 08 | 55 | 5.77% | 13,745,751 | -7.52% | 6.68% | 12.81% | 34 | 6.25% | 13 | 30.00% |
30 Jun, 08 | 52 | 6.12% | 14,863,592 | 22.17% | 7.22% | 20.68% | 32 | -8.57% | 10 | 11.11% |
31 Mar, 08 | 49 | 44.12% | 12,166,272 | -3.11% | 5.91% | 15.89% | 35 | 12.90% | 9 | 800.00% |
31 Dec, 07 | 34 | 70.00% | 12,556,255 | -14.41% | 6.10% | 12.01% | 31 | 106.67% | 1 | -80.00% |
30 Sep, 07 | 20 | -4.76% | 14,670,835 | -2.94% | 7.12% | 13.22% | 15 | -28.57% | 5 | - |
30 Jun, 07 | 21 | 2000.00% | 15,114,693 | 11604.20% | 7.34% | 186669.86% | 21 | 2000.00% | - | - |
31 Mar, 07 | 1 | - | 129,139 | - | 0.06% | - | 1 | - | - | - |
Interactive Brokers Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Interactive Brokers Group Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 1 | - | - |
Q1 2024 | - | 69 | - |
Q4 2023 | 13 | 83 | 15.66% |
Q3 2023 | 4 | 62 | 6.45% |
Q2 2023 | - | 11 | - |
Q1 2023 | - | 34 | - |
Q4 2022 | 15 | 120 | 12.50% |
Q3 2022 | 1 | 36 | 2.78% |
Q2 2022 | 5 | 139 | 3.60% |
Q1 2022 | - | 173 | - |
Q4 2021 | 15 | 265 | 5.66% |
Q3 2021 | 1 | 170 | 0.59% |
Q2 2021 | - | 130 | - |
Q1 2021 | - | 404 | - |
Q4 2020 | 10 | 216 | 4.63% |
Q3 2020 | 1 | 24 | 4.17% |
Q2 2020 | - | 7 | - |
Q4 2019 | 6 | - | - |
Q2 2019 | - | 4 | - |
Q4 2018 | 6 | 2 | 300.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
Q1 2024 | - | 69 | - |
Q4 2023 | - | 82 | - |
Q3 2023 | - | 60 | - |
Q2 2023 | - | 4 | - |
Q1 2023 | - | 34 | - |
Q4 2022 | - | 119 | - |
Q3 2022 | - | 36 | - |
Q2 2022 | - | 133 | - |
Q1 2022 | - | 173 | - |
Q4 2021 | - | 265 | - |
Q3 2021 | - | 170 | - |
Q2 2021 | - | 125 | - |
Q1 2021 | - | 404 | - |
Q4 2020 | - | 216 | - |
Q3 2020 | - | 24 | - |
Q2 2020 | - | 1 | - |
Q4 2019 | - | - | - |
Q2 2019 | - | - | - |
Q4 2018 | - | 1 | - |
IBKR Ownership FAQ
Who Owns Interactive Brokers Group?
Interactive Brokers Group is owned by institutional shareholders (18.82%), insiders (3.13%), and public (78.05%). The largest institutional shareholder of Interactive Brokers Group is VANGUARD GROUP INC (9.26% of total shares) and the top mutual fund owner is FOXBY CORP. (2.23% of total shares).
Who are the major institutional shareholders of Interactive Brokers Group?
Interactive Brokers Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., ORBIS ALLAN GRAY LTD, JPMORGAN CHASE & CO, and KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The top five shareholders own together 31.73% of the company's share outstanding.
How many Interactive Brokers Group shareholders are there?
As of Jun 2024, there are 279 institutional shareholders of Interactive Brokers Group.
What percentage of Interactive Brokers Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 9.92M shares of Interactive Brokers Group, representing 9.26% of the company's total shares outstanding, valued at $1.22B (as of Jun 2024).
What percentage of Interactive Brokers Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 9.3M shares of Interactive Brokers Group (IBKR), compromising 8.69% of the company, valued at $1.14B.
What percentage of Interactive Brokers Group is owned by ORBIS ALLAN GRAY LTD?
ORBIS ALLAN GRAY LTD is the third largest holder of Interactive Brokers Group. The company owns 6.96M of the company's shares outstanding (worth $853.51M).