CWM
IBKR icon

CIBC World Markets’s Interactive Brokers IBKR Stock Holding History

CIBC World Markets’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.98M Buy
+61,949
New +$4.15M 0.02% 453
2025
Q2 		$1.01M Sell
18,145
-1,671
-8% -$79.3K 0.01% 664
2025
Q1 		$820K Buy
+19,816
New +$982K 0.01% 767
2021
Q2 		– Sell
-34,700
Closed -$634K – 767
2021
Q1 		$634K Buy
+34,700
New +$625K ﹤0.01% 741

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC World Markets's IBKR Position: Q4 2025 in Review

CIBC World Markets opened a new position in Interactive Brokers (IBKR) in Q4 2025: 61,949 shares worth $3.98M. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in IBKR as recently as Q2 2025.

CIBC World Markets first reported a position in IBKR in Q1 2021 and has held it in 4 quarters since. 975 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • CIBC World Markets held 61,949 shares of Interactive Brokers worth $3.98M as of Q4 2025.
  • Interactive Brokers was a new CIBC World Markets position in Q4 2025.
  • Interactive Brokers made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #453 holding.
  • CIBC World Markets first reported a position in Interactive Brokers in Q1 2021 and has held it in 4 quarters since.
  • 975 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.