Position in IREN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,555,048
+$559,043 QoQ
Shares Held
34,005
+17.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 674 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Jun 30, 2026CallValue
$68,595
CallShares
1,500
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, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. IREN ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in IREN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,595 | 1,500 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $1,555,048 | 34,005 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $996,005 | 29,055 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $778,024 | 20,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $684,427 | 14,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $179,735 | 12,336 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $700 | 35,000 | Call | Sole | 2025-05-15 | |
| 2024-09-30 | $565,390 | 457,625 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,442,784 | 230,000 | Call | Sole | 2024-08-15 | |
| 2024-06-30 | $696,875 | 61,725 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $275,476 | 24,400 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $206,820 | 38,300 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $11,250 | 25,000 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $91,162 | 12,750 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||