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Interactive Brokers shares owned by CSM Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by CSM Advisors from 13F filings

Historical chart of CSM Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by CSM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by CSM Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 70k 67.07

More positions owned by CSM Advisors

Nvidia Corp Common (NVDA)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
Vanguard Index Tr Growth (VUG)
State St Spdr S&p500 Units Ser 1 S&p (SPY)
Alphabet Class A (GOOGL)
Vanguard Index Tr Value (VTV)
Amazon Common (AMZN)
Johnson & Johnson Common (JNJ)
Us Bancorp Del Common (USB)
Cisco Systems Common (CSCO)
Broadcom Common (AVGO)
Caterpillar Common (CAT)
Cummins Common (CMI)

View all positions for CSM Advisors

Top funds holding Interactive Brokers

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Cantillon Capital Mgnt
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Greenwich Wealth Management
Wellington Management Company
Invesco
Two Sigma Investments
Egerton Capital
Bank of America Corporation
Orbis Allan Gray

View all funds holding Interactive Brokers