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Interactive Brokers shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth Advisors investment in Interactive Brokers

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

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Quarterly reported holdings in Interactive Brokers by Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 51k 110.39
2023-12-31 $4.1M 50k 82.90

More positions owned by Ellsworth Advisors

Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eaton Corp SHS (ETN)
Merck & Co (MRK)
Waste Management (WM)
Packaging Corporation of America (PKG)
Apple (AAPL)
Intuit (INTU)
Harbor Etf Trust Harbor Commodity (HGER)
Interactive Brokers Group In Com Cl A (IBKR)
Public Storage (PSA)
Cigna Corp (CI)
Allstate Corporation (ALL)
Prudential Financial (PRU)

View all positions for Ellsworth Advisors

Top funds holding Interactive Brokers

Vanguard Group
Orbis Allan Gray
Cantillon Capital Mgnt
Marshall Wace
Greenwich Wealth Management
Bares Capital Management
Jarislowsky, Fraser
Jpmorgan Chase & Co
Neuberger Berman Group
Coronation Fund Managers
Citadel Advisors
Norges Bank Investment Management
Bank of New York Mellon
Wells Fargo & Company
Goldman Sachs Group

View all funds holding Interactive Brokers