Interactive Brokers IBKR
NASDAQ IBKR
$93.05 -0.82 (-0.87%)
As of: Aug 24, 2026 · 3:59 PM EDT

Interactive Brokers (IBKR) Assets Average (2010 - 2026)

Interactive Brokers (IBKR) posted Assets Average of $211.0 billion for Q1 2026, up 4.59% sequentially from $201.7 billion in Q4 2025, and up 37.09% YoY from $153.9 billion in Q1 2025.

Interactive Brokers (IBKR) Assets Average (2010 - 2026) Analysis & Trends

Interactive Brokers has reported Assets Average for 17 years, with the latest figure at $211.0 billion in Q1 2026.

  • Quarterly Assets Average rose 37.09% year-over-year to $211.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $211.0 billion (up 37.09% YoY) and the FY2025 annual result came in at $176.7 billion, up 26.94% from the prior year.
  • Assets Average improved to $211.0 billion in Q1 2026 per IBKR's latest filing, from $201.7 billion in the prior quarter.
  • Over five years, Assets Average peaked at $211.0 billion in Q1 2026 and troughed at $111.8 billion in Q1 2022.
  • A 5-year average of $142.4 billion and a median of $130.2 billion in 2024 frame the typical range for Assets Average.
  • The sharpest annual moves came in 2023 and 2026: Assets Average climbed 4.95% in 2023, then jumped 37.09% in 2026.
  • Over 5 years, Assets Average stood at $114.9 billion in 2022, then advanced by 8.29% to $124.4 billion in 2023, then increased by 20.0% to $149.3 billion in 2024, then surged by 35.09% to $201.7 billion in 2025, then gained by 4.59% to $211.0 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $211.0 billion, $201.7 billion, and $190.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Morgan Stanley 333.21 Bn 173.07 Bn - 1,628.24 Bn
2 Goldman Sachs 311.14 Bn -665.21 Bn - 2,093.95 Bn
3 Schwab Charles 196.95 Bn 123.36 Bn - 505.29 Bn
4 Robinhood Markets 93.19 Bn 75.81 Bn 1.20 Bn 51.01 Bn
5 Interactive Brokers 41.71 Bn -22.59 Bn - 233.03 Bn
6 LPL Financial Holdings 29.06 Bn 26.36 Bn - 19.31 Bn
7 Tradeweb Markets 23.03 Bn 20.97 Bn - 8.27 Bn
8 Circle Internet 21.70 Bn 19.97 Bn 288.85 Mn 78.85 Bn
9 Futu Holdings 16.14 Bn 214.18 Mn 733.58 Mn 30.33 Bn
10 UP Fintech Holding 13.78 Bn 13.78 Bn - 8.54 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 233.03 Bn
Mar 31, 2026 210.99 Bn
Dec 31, 2025 201.73 Bn
Sep 30, 2025 190.85 Bn
Jun 30, 2025 169.57 Bn
Mar 31, 2025 153.91 Bn
Dec 31, 2024 149.33 Bn
Sep 30, 2024 142.59 Bn
Jun 30, 2024 134.44 Bn
Mar 31, 2024 130.24 Bn
Dec 31, 2023 124.44 Bn
Sep 30, 2023 120.61 Bn
Jun 30, 2023 120.03 Bn
Mar 31, 2023 117.31 Bn
Dec 31, 2022 114.91 Bn
Sep 30, 2022 114.03 Bn
Jun 30, 2022 113.90 Bn
Mar 31, 2022 111.77 Bn
Dec 31, 2021 107.70 Bn
Sep 30, 2021 105.31 Bn