SEC 13F Intelligence

Opus Capital Group, LLC / IJR

Opus Capital Group, LLC’s Ishares Tr Position

Does Opus Capital Group, LLC own Ishares Tr (IJR)? Yes357.4K shares worth $44M (+4.78% of its 13F portfolio) as of Q1 2026, down from 358.4K shares the prior filed quarter.

Position Value
$44M
Q1 2026
Shares
357.4K
% of Portfolio
+4.78%
Quarters Held
30
currently held

Position History IJR

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $13MQ4 ’19: $14MQ4 ’19Q1 ’20: $15MQ2 ’20: $16MQ3 ’20: $18MQ4 ’20: $26MQ4 ’20Q1 ’21: $32MQ2 ’21: $29MQ3 ’21: $29MQ4 ’21: $32MQ4 ’21Q1 ’22: $33MQ2 ’22: $30MQ3 ’22: $30MQ4 ’22: $33MQ4 ’22Q1 ’23: $34MQ2 ’23: $34MQ3 ’23: $32MQ4 ’23: $36MQ4 ’23Q1 ’24: $37MQ2 ’24: $36MQ3 ’24: $42MQ4 ’24: $42MQ4 ’24Q1 ’25: $38MQ2 ’25: $38MQ3 ’25: $42MQ4 ’25: $43MQ4 ’25Q1 ’26: $44Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026357.4K$44M+4.78%
Q4 2025358.4K$43M+4.67%
Q3 2025352.5K$42M+4.71%
Q2 2025347.7K$38M+4.55%
Q1 2025364.6K$38M+4.91%
Q4 2024362.8K$42M+5.31%
Q3 2024360.3K$42M+5.27%
Q2 2024340.0K$36M+5.17%
Q1 2024335.8K$37M+5.42%
Q4 2023336.9K$36M+5.93%
Q3 2023343.1K$32M+5.74%
Q2 2023344.5K$34M+5.94%
Q1 2023346.7K$34M+6.14%
Q4 2022345.9K$33M+6.35%
Q3 2022346.5K$30M+6.55%
Q2 2022319.5K$30M+5.99%
Q1 2022303.5K$33M+6.39%
Q4 2021278.7K$32M+6.60%
Q3 2021265.8K$29M+6.58%
Q2 2021260.8K$29M+6.69%
Q1 2021290.4K$32M+7.57%
Q4 2020285.9K$26M+6.68%
Q3 2020256.6K$18M+5.27%
Q2 2020234.3K$16M+4.90%
Q1 2020272.0K$15M+5.40%
Q4 2019171.6K$14M+4.23%
Q3 2019161.7K$13M+3.88%
Q2 2019117.3K$9M+2.75%
Q1 2019116.4K$9M+2.40%
Q4 2018112.8K$8M+1.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Opus Capital Group, LLC’s full portfolio or all institutional holders of IJR.