Position in IREN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,394,859
+$1,382,694 QoQ
Shares Held
117,972
+0.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#157
of 674 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Jun 30, 2026CallValue
$1,829,200
CallShares
40,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $20,228,912 across 11 Capital Markets names. IREN ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
This page
|
117,972 | $5,394,859 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,443 | $4,493,516 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,637 | $2,919,145 | |
| 4 | SF |
Stifel Financial Corp
|
41,744 | $2,912,478 | |
| 5 | MS |
Morgan Stanley
|
12,594 | $2,632,649 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
3,667 | $491,854 | |
| 7 | ETOR |
eToro Group Ltd.
|
11,461 | $452,365 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
30,443 | $405,196 |
All Filings in IREN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,394,859 | 117,972 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,829,200 | 40,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $521,056 | 15,200 | Call | Sole | 2026-05-12 | |
| 2026-03-31 | $4,012,165 | 117,041 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,436,275 | 117,455 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $509,139 | 13,480 | Call | Sole | 2026-02-12 | |
| 2025-09-30 | $964,035 | 20,542 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $4,935,862 | 105,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,268 | 13,608 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $1,176,818 | 80,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $397,348 | 65,246 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $493,415 | 50,246 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $508,391 | 60,236 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||