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KPI data tables

Interactive Brokers operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.

Interactive Brokers Customer Accounts (Quarterly) (accounts (thousands))
PeriodTotal customer accounts
Q3 20265,576
Q2 20265,185
Q1 20264,754
Q4 20254,399
Q3 20254,127
Q2 20253,866
Q1 20253,616
Q4 20243,337
Q3 20243,120
Q2 20242,924
Q1 20242,746
Q4 20232,562
Q3 20232,431
Q2 20232,290
Q1 20232,195
Q4 20222,091
Q3 20222,012
Q2 20221,923
Q1 20221,809
Q4 20211,676
Q3 20211,536

Source: Interactive Brokers Group Form 8-K Exhibit 99.1. Operating Data / Customer Statistics, Total Accounts (in thousands), period-end stock. Each quarter uses that period’s earnings 8-K; overlapping quarters use the later filing. Latest: https://www.sec.gov/Archives/edgar/data/1381197/000138119726000154/ibkr-ex99_1.htm (2026-10-15). Window Q3 2021–Q3 2026 (21 quarters).

Interactive Brokers Total Customer DARTs (Quarterly) (trades (thousands))
PeriodTotal customer DARTs
Q3 20264,273
Q2 20264,824
Q1 20264,368
Q4 20254,043
Q3 20253,616
Q2 20253,552
Q1 20253,519
Q4 20243,118
Q3 20242,703
Q2 20242,386
Q1 20242,350
Q4 20231,934
Q3 20231,907
Q2 20231,865
Q1 20232,054
Q4 20221,889
Q3 20221,920
Q2 20222,173
Q1 20222,522
Q4 20212,436
Q3 20212,263

Source: Interactive Brokers Group Form 8-K Exhibit 99.1. Operating Data / Customer Statistics, Total Customer DARTs (in thousands), quarterly FLOW (not YTD). Each quarter uses that period’s earnings 8-K; overlapping quarters use the later filing. Latest: https://www.sec.gov/Archives/edgar/data/1381197/000138119726000154/ibkr-ex99_1.htm (2026-10-15). Window Q3 2021–Q3 2026 (21 quarters).

Interactive Brokers Customer Equity (usd_billions)
PeriodCustomer equity
Q3 2026964.7
Q2 2026930.3
Q1 2026789.4
Q4 2025779.9
Q3 2025757.5
Q2 2025664.6
Q1 2025573.5
Q4 2024568.2
Q3 2024541.5
Q2 2024497.2
Q1 2024465.9
Q4 2023426
Q3 2023369.8
Q2 2023365
Q1 2023343.1
Q4 2022306.7
Q3 2022287.1
Q2 2022294.8
Q1 2022355.9
Q4 2021373.8
Q3 2021353.8

Source: Interactive Brokers Group Form 8-K Exhibit 99.1. Operating Data / Customer Statistics, Customer Equity (in billions), period-end stock. Each quarter uses that period’s earnings 8-K; overlapping quarters use the later filing. Latest: https://www.sec.gov/Archives/edgar/data/1381197/000138119726000154/ibkr-ex99_1.htm (2026-10-15). Window Q3 2021–Q3 2026 (21 quarters).

Interactive Brokers Customer Margin Loans (usd_billions)
PeriodCustomer margin loans
Q3 2026105.2
Q2 2026108.5
Q1 202686
Q4 202590.2
Q3 202577.3
Q2 202565.1
Q1 202563.7
Q4 202464.2
Q3 202455.8
Q2 202455.1
Q1 202451.2
Q4 202344.4
Q3 202343.6
Q2 202341.9
Q1 202339.4
Q4 202238.9
Q3 202240.5
Q2 202242.6
Q1 202248.2
Q4 202154.6
Q3 202150.2

Source: Interactive Brokers Group Form 8-K Exhibit 99.1. Business highlights period-end customer margin loans (billions), not NIM average balances. Each quarter uses that period’s earnings 8-K; overlapping quarters use the later filing. Latest: https://www.sec.gov/Archives/edgar/data/1381197/000138119726000154/ibkr-ex99_1.htm (2026-10-15). Window Q3 2021–Q3 2026 (21 quarters).

Interactive Brokers Customer Options Contracts (contracts_thousands)
PeriodCustomer options contracts
Q3 2026415,215
Q2 2026446,906
Q1 2026428,653
Q4 2025452,869
Q3 2025418,389
Q2 2025382,195
Q1 2025369,931
Q4 2024356,255
Q3 2024330,173
Q2 2024308,298
Q1 2024296,146
Q4 2023269,082
Q3 2023245,169
Q2 2023227,884
Q1 2023239,038
Q4 2022221,855
Q3 2022208,145
Q2 2022209,124
Q1 2022234,790
Q4 2021235,400
Q3 2021205,797

Source: Interactive Brokers Group Form 8-K Exhibit 99.1. Contract and share volume table, CUSTOMER / ALL CUSTOMERS Options (contracts, thousands), quarterly FLOW not annual totals. Each quarter uses that period’s earnings 8-K; overlapping quarters use the later filing. Latest: https://www.sec.gov/Archives/edgar/data/1381197/000138119726000154/ibkr-ex99_1.htm (2026-10-15). Window Q3 2021–Q3 2026 (21 quarters).

Interactive Brokers Net Interest Income (usd_millions)
PeriodNet interest income
Q3 20261,154
Q2 20261,057
Q1 2026904
Q4 2025966
Q3 2025967
Q2 2025860
Q1 2025770
Q4 2024807
Q3 2024802
Q2 2024792
Q1 2024747
Q4 2023730
Q3 2023733
Q2 2023694
Q1 2023637
Q4 2022565
Q3 2022473
Q2 2022348
Q1 2022282
Q4 2021295
Q3 2021274

Source: Interactive Brokers Group Form 8-K Exhibit 99.1. Condensed statements of income, Total net interest income (USD millions), quarterly FLOW (Three Months columns; not Six/Nine/Twelve-month totals, not the NIM supplemental total). Each quarter uses that period’s earnings 8-K; overlapping quarters use the later filing. Latest: https://www.sec.gov/Archives/edgar/data/1381197/000138119726000154/ibkr-ex99_1.htm (2026-10-15). Window Q3 2021–Q3 2026 (21 quarters).

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Interactive Brokers (IBKR) - KPIs | Sterling