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Interactive Brokers (IBKR) Company Profile

Updated Jun 2, 2020
Interactive Brokers has the following business profile:
Company's Full Name:Interactive Brokers Group, Inc.
Short Name:Interactive Brokers
Trading Ticker Symbol:IBKR
Primary Exchange:NASDAQ
Headquarter City/Country:Connecticut, CT
Primary Industry Sector:Finance
Seconday Sub-sector:Investment Bankers and Brokers
Main Business Areas: Finance, Investment Bankers and Brokers
Dividend Payments:Dividend History
ETFs Holding:List of ETFs holding Interactive Brokers stock

Market and Trading Information for Interactive Brokers

The following details were available for trading and market data about the stock of Interactive Brokers as of writing:
Current Share Price:$42.9
Previous Year's Closing Price:$46.62
Percentage Price Change (YTD):-7.98%
Market Cap:$17.82 billion
52-week Price Range:$33.7 - $58.5
Dividend Per Share:$0.4
EPS (TTM):1.61
Price-Earnings (Trailing):26.66
Price-Earnings (Forward):16.76

Company Profile and Business Description for Interactive Brokers

Interactive Brokers Group, Inc. (IBG, Inc.), incorporated on November 14, 2006, is a holding company. The Company is an automated global electronic broker and market maker specializing in routing orders, and executing and processing trades in securities, futures, foreign exchange instruments, bonds and mutual funds on over 120 electronic exchanges and market centers around the world and offering custody, prime brokerage, securities and margin lending services to customers. It operates in two segments: electronic brokerage and market making. In the United States, it conducts its business from Greenwich, Connecticut and Chicago, Illinois. Outside the United States, it conducts business in Canada, England, Switzerland, Liechtenstein, China (Hong Kong and Shanghai), India, Australia and Japan. Its primary assets are its membership interests in IBG LLC (the Group), the holding company for its businesses. It is the sole managing member of IBG LLC. As a direct market access broker, it serves the customers of both traditional brokers and prime brokers. It provides its customers with order management, trade execution and portfolio management platform. As of December 31, 2016, as a market maker, it provided continuous bid and offer quotations on over one million securities and futures products listed on electronic exchanges around the world.

Electronic Brokerage

The Company conducts its electronic brokerage business through its Interactive Brokers (IB) subsidiaries. As an electronic broker, it executes, clears and settles trades globally for both institutional and individual customers. IB's systems provide its customers with the solutions to monitor multiple markets around the world simultaneously and to execute trades electronically in these markets in multiple products and currencies from a single trading account. Throughout the trading day, it calculates margin requirements for each of its customers on a real-time basis across all product classes (stocks, options, futures, bonds, forex and mutual funds) and across all currencies. Its customers are alerted to approaching margin violations and if a customer's equity falls below what is required to support that customer's margin, it attempts to liquidate positions on a real-time basis to bring the customer's account into margin compliance.

As of December 31, 2016, from a single point of entry in one IB Universal Account, its customers were able to transact in 23 currencies, across multiple classes of tradable, primarily exchange-listed products, including stocks, options, futures, bonds, forex and mutual funds traded on over 120 exchanges and market centers in 24 countries around the world. IB SmartRouting retains control of the customer's order, continuously searches for the available price, and routes and re-routes all or parts of a customer's order to achieve execution. It also provides Transaction Cost Analysis reporting to allow customers to track execution performance by criteria, including trade date, trade price, underlying and exchange.

The Company's system is configured to remember the user's preferences and is specifically designed for multi-screen systems. When away from main workstations, customers can access their accounts through its IB WebTrader or MobileTrader interfaces. As of December 31, 2016, it offered its customers with tools, Interactive Analytics and IB Options Analytics, which include a customizable trading platform, analytic tools, over 60 order types and algorithms. IB also provides a real-time option analytics window, which displays values that reflect the rate of change of an option's price with respect to a unit change in each of a number of risk dimensions. The Probability Lab provides clients with a visual method to analyze market participants' future stock price forecasts based on current option prices. This tool compares a client's stock price forecast versus that of the market, and scans the entire option universe for the highest Sharpe ratio multi-leg option strategies. It offers IB Risk Navigator free to all customers, which is a real-time market risk management platform that unifies exposure across multiple asset classes around the globe.

The Company offers a suite of automated Stock Borrow and Lending tools, including IB's depth of availability, transparent rates, global reach and service representatives. The Investors' Marketplace is an expansion of its Money Manager Marketplace and its Hedge Fund Capital Introduction program. This program is an electronic meeting place that brings together individual investors, financial advisors, money managers, fund managers, research analysts, technology providers, business developers and administrators, allowing them to interact to form connections and conduct business. IB offers broker-assisted trading through its block trade desk.

Market Making

The Company conducts its market making business through its Timber Hill (TH) subsidiaries. As of December 31, 2016, it provided liquidity by offering bid/offer spreads over a base of over one million tradable, exchange-listed products, including equity derivative products, equity index derivative products, equity securities and futures. Its United States market making activities are conducted through Timber Hill LLC (TH LLC), a securities broker-dealer that conducts market making in equity derivative products, equity index derivative products and equity securities. As of December 31, 2016, TH LLC held specialist, primary market maker or market maker designations in options on approximately 940 underlying securities listed in the United States. TH LLC is a member of the Boston Options Exchange, Chicago Board Options Exchange, Chicago Mercantile Exchange, Chicago Board of Trade, International Securities Exchange, OneChicago and the New York Mercantile Exchange, among others. TH LLC also conducts market-making activities in Mexico at Bolsa Mexicana de Valores (BMV) and MexDer, a subsidiary of BMV.

The Company conducts market making activities in Canada through its Canadian subsidiary, Timber Hill Canada Company (THC) at the Toronto Stock Exchange and Canadian Derivatives Exchange Bourse de Montreal Inc. In addition, it participate in stock trading at various Electronic Communications Networks (ECNs) in both the United States and Canada. As of December 31, 2016, its European, Asian, and Australian market making subsidiaries, the Timber Hill Europe AG (THE), conducted operations in 19 countries, consisting of the securities markets in these regions.

The Company competes with TD Ameritrade, The Charles Schwab Corporation, Goldman Sachs, Bank of America Merrill Lynch, JP Morgan Securities, Morgan Stanley, Citigroup, Citadel, Susquehanna, Wolverine Trading, Group One Trading, IMC and Optiver.

1 Pickwick Plz

ETFs Holding Interactive Brokers Stock

As of March 2020, the following exchange-traded funds (ETF) hold the Interactive Brokers stocks in their respective portfolios. Below is a random list of only 10 ETFs in no particular order that have Interactive Brokers stock holding. There are a total of 67 ETFs in records which are holding Interactive Brokers stock in their portfolio. See Full List.

TickerNameShort DescriptionExpense
No. of
ESGVVanguard ESG US Stock ETFThe Vanguard ESG U.S. Stock ETF tracks a market-cap-weighted index of US companies screened for environmental, social, and corporate governance (ESG) criteria. ...Full Details0.12%988
Full List
FNCLFidelity MSCI Financials Index ETFThe Fidelity MSCI Financials ETF tracks a market-cap-weighted index of stocks in the broad US financials sector. ...Full Details0.08%377
Full List
IEFNiShares Evolved US Financials ETFThe iShares Evolved U.S. Financials ETF is an actively managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the financial sector, according to an alternative classification system defined by machine learning algorithms. ...Full Details0.18%254
Full List
IETCiShares Evolved US Technology ETFThe iShares Evolved US Technology ETF is an actively managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the technology sector, according to an alternative classification system defined by machine learning algorithms. ...Full Details0.18%228
Full List
ITOTiShares Core S&P Total US Stock Market ETFThe iShares Core S&P Total U.S. Stock Market ETF tracks a market cap-weighted index of all common equities listed on the NYSE and the NASDAQ. ...Full Details0.03%3090
Full List
IUSViShares Core S&P US Value ETFiShares Core S&P U.S. Value ETF aims to track an index of U.S. large-, mid- and small-cap value stocks. The index selects from stocks ranked 1-3000 by market cap based on 3 factors. ...Full Details0.04%672
Full List
IWBiShares Russell 1000 ETFThe iShares Russell 1000 ETF tracks a market-cap-weighted index of the 1000-largest US companies. ...Full Details0.15%985
Full List
IWDiShares Russell 1000 Value ETFThe iShares Russell 1000 Value ETF tracks an index of US large- and midcap value stocks. The index selects from US stocks ranked 1-1,000 by market cap based on 3 style factors. ...Full Details ...Candlestick Patterns.0.2%725
Full List
IWFiShares Russell 1000 Growth ETFThe iShares Russell 1000 Growth ETF tracks an index of US large- and midcap stocks selected from the Russell 1000 Index with the highest growth characteristics, based on Russell's style methodology. ...Full Details ...Candlestick Patterns.0.2%546
Full List
IWViShares Russell 3000 ETFThe iShares Russell 3000 ETF tracks a cap-weighted index that measures the investable US equities market, covering the entire market-cap spectrum, including micro-caps. ...Full Details0.2%3002
Full List

See Full List of ETFs holding Interactive Brokers stock in their respective portfolios.

Peer / Competitor Companies of Investment Bankers and Brokers Sector

Along with Interactive Brokers Group, Inc., the following other peer (competitor) companies also exist within the same Investment Bankers and Brokers - Finance sector whose company profile and dividend history is as follows:

▶ Associated Capital (AC): Associated Capital Group, Inc., incorporated on April 15, 2015, is a parent operating company for the spin-off of GAMCO Investors, Inc.s (GAMCOs) alternative investment management business, institutional research services operations ....See Detailed Company Profile,  Dividend History

▶ BGC Partners (BGCP): BGC Partners, Inc. (BGC), incorporated on June 3, 1999, is a global brokerage company servicing the financial and real estate markets. The Company operates through two segments: Financial Services and ....See Detailed Company Profile,  Dividend History

▶ BlackRock (BLK): BlackRock, Inc. (BlackRock), incorporated on February 13, 2006, is an investment management company. BlackRock provides a range of investment and risk management services to institutional and retail clients worldwide. Its ....See Detailed Company Profile,  Dividend History

▶ Charles Schwab (SCHW): The Charles Schwab Corporation (CSC), incorporated on November 25, 1986, is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, money ....See Detailed Company Profile,  Dividend History  and Recent Candlestick Patterns.

▶ China Finance Online (JRJC): China Finance Online Co. Limited, incorporated on November 2, 1998, is a Web-based financial services company in China. The Company provides Chinese retail investors with online access to securities and ....See Detailed Company Profile,  Dividend History

▶ CME (CME): CME Group Inc., incorporated on August 2, 2001, through its exchanges, provides products across all asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, ....See Detailed Company Profile,  Dividend History

▶ Cowen (COWN): Cowen Group, Inc., incorporated on June 1, 2009, is a financial services company. The Company provides alternative investment management, investment banking, research, sales and trading, and prime brokerage services. The ....See Detailed Company Profile,  Dividend History

▶ Credit Suisse (CS): Credit Suisse Group AG, together with its subsidiaries, provides various financial services worldwide. It operates through six segments: Swiss Universal Bank, International Wealth Management, Asia Pacific, Glob....See Detailed Company Profile,  Dividend History

▶ Euronet Worldwide (EEFT): Euronet Worldwide, Inc. (Euronet), incorporated on December 13, 1996, is an electronic payments provider. The Company offers payment and transaction processing and distribution solutions to financial institutions, retailers, service providers ....See Detailed Company Profile,  Dividend History

▶ GAIN Capital (GCAP): GAIN Capital Holdings, Inc. (GAIN), incorporated on March 24, 2006, is a provider of trading services and solutions, specializing in over-the-counter (OTC) and exchange-traded markets. The Companys segments include Retail ....See Detailed Company Profile,  Dividend History

▶ Gamco Investors (GBL): GAMCO Investors, Inc. is a publicly owned holding investment manager. The firm also provides wealth management, investment advisory, institutional research, brokerage, dealer, underwriting, and distri....See Detailed Company Profile,  Dividend History

▶ Goldman Sachs (GS): The Goldman Sachs Group, Inc., incorporated on July 21, 1998, is an investment banking, securities and investment management company that provides a range of financial services to corporations, financial institutions, ....See Detailed Company Profile,  Dividend History  and Recent Candlestick Patterns.

▶ Greenhill and Co. (GHL): Greenhill & Co., Inc., incorporated on March 10, 2004, is an investment bank. The Company provides financial and strategic advice on domestic and cross-border mergers and acquisitions, divestitures, restructurings, financings, ....See Detailed Company Profile,  Dividend History

▶ Intercontinental Exchange (ICE): Intercontinental Exchange, Inc., incorporated on March 6, 2013, is an operator of regulated exchanges, clearing houses and listings venues. The Company provides data services for commodity and financial markets. The ....See Detailed Company Profile,  Dividend History

▶ INTL FCStone (INTL): INTL FCStone Inc., incorporated on October 26, 1987, is a financial services organization. The Company provides financial products, and advisory and execution service. The Company operates through five segments: Commercial ....See Detailed Company Profile,  Dividend History

▶ JMP LLC (JMP): JMP Group, Inc., incorporated on July 26, 2004, is a full-service investment banking and asset management firm. The Company operates in five segments: Broker-Dealer, Asset Management, Corporate Credit, Investment Income ....See Detailed Company Profile,  Dividend History

▶ Ladenburg Thalmann Financial (LTS): Ladenburg Thalmann Financial Services Inc., incorporated on February 5, 1996, is a financial services company engaged in independent brokerage and advisory services, investment banking, equity research, institutional sales and trading, ....See Detailed Company Profile,  Dividend History

▶ LPL Financial (LPLA): LPL Financial Holdings Inc., incorporated on October 25, 2005, is a broker-dealer, a custodian for registered investment advisors (RIAs) and an independent consultant to retirement plans. The Company provides a ....See Detailed Company Profile,  Dividend History

▶ MarketAxess (MKTX): MarketAxess Holdings Inc., incorporated on April 11, 2000, operates an electronic trading platform that enables fixed-income market participants to trade corporate bonds and other types of fixed-income instruments using its ....See Detailed Company Profile,  Dividend History

▶ Morgan Stanley (MS): Morgan Stanley, incorporated on October 1, 1981, is a financial holding company. The Company is engaged in global financial services. The Company, through its subsidiaries and affiliates, advises, and originates, ....See Detailed Company Profile,  Dividend History  and Recent Candlestick Patterns.

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