BlackRock Credit Allocation Income Trust
BTZ- Exchange
- NYSE
- SEC CIK
- 0001379384
No open-market purchases or sales by BlackRock Credit Allocation Income Trust insiders were filed in the last 90 days; 156 institutions reported holding it in 13F filings for Q2 2026, worth $354.0M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 136
- +1 vs. Q2 2021
- Shares held
- 31.7M
- −282.8K (−0.9%) vs. Q2 2021
- Total value
- $480.8M
- −$18.9M (−3.8%) vs. Q2 2021
- New holders
- 9
- 46 more added
- Sold out
- 8
- 36 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 156 | $354.0M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.0M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $367.1M |
| Q1 2025 | 146 | $357.2M |
| Q4 2024 | 157 | $344.7M |
| Q3 2024 | 136 | $354.8M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $356.2M |
| Q4 2023 | 150 | $353.6M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 138 | $331.1M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.8M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $462.9M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.3M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $8.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 504 | $8.00K | 0.00% | +496+6,200.0% | Added |
| Central Trust Co | 750 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 750 | $11.4K | 0.00% | +750 | New |
| Proequities, Inc. | 794 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 782 | $12.0K | 0.01% | +8+1.0% | Added |
| Fifth Third Bancorp | 900 | $14.0K | 0.00% | +900 | New |
| Bartlett & Co. LLC | 1,019 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $15.4K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,175 | $18.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,266 | $19.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $19.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,650 | $25.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $26.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,732 | $26.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,691 | $26.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 2,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,377 | $36.0K | 0.01% | −2,241−48.5% | Reduced |
| Strategic Asset Management, LLC | 2,771 | $42.0K | 0.06% | +2,771 | New |
| NEXT Financial Group, Inc | 3,700 | $56.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 3,818 | $58.0K | 0.02% | +3,818 | New |
| US Bancorp | 4,103 | $62.0K | 0.00% | +505+14.0% | Added |
| American Portfolios Advisors | 4,359 | $66.0K | 0.00% | +32+0.7% | Added |
| FNY Investment Advisers, LLC | 5,000 | $75.0K | 0.04% | −4,000−44.4% | Reduced |
| Harbour Investments, Inc. | 5,256 | $80.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 5,493 | $83.2K | 0.05% | +5,493 | New |
| GPS Wealth Strategies Group, LLC | 5,755 | $87.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6,044 | $92.0K | 0.10% | 00.0% | Unchanged |
| Citigroup Inc | 8,964 | $135.0K | 0.00% | −2,714−23.2% | Reduced |
| Cooper Financial Group | 10,000 | $152.0K | 0.03% | −533−5.1% | Reduced |
| Cetera Advisor Networks LLC | 10,198 | $154.0K | 0.00% | +10,198 | New |
| United Capital Financial Advisers, LLC | 10,214 | $155.0K | 0.00% | −1,085−9.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $165.0K | 0.05% | −49−0.4% | Reduced |
| Raymond James Trust N.A. | 11,102 | $168.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,933 | $181.0K | 0.01% | +173+1.5% | Added |
| Westbourne Investment Advisors, Inc. | 13,230 | $200.0K | 0.09% | −5,695−30.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 13,720 | $208.0K | 0.04% | +107+0.8% | Added |
| Huntington National Bank | 14,000 | $212.0K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 14,204 | $215.0K | 0.01% | −142,893−91.0% | Reduced |
| Oak Family Advisors, LLC | 14,429 | $219.0K | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,764 | $224.0K | 0.14% | +59+0.4% | Added |
| Clean Yield Group | 15,000 | $227.0K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,112 | $228.0K | 0.05% | +4,567+43.3% | Added |
| UMA Financial Services, Inc. | 15,611 | $235.0K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 15,500 | $235.0K | 0.12% | 00.0% | Unchanged |
| RB Capital Management, LLC | 15,551 | $236.0K | 0.09% | +1,713+12.4% | Added |
| Camden Capital, LLC | 16,636 | $252.0K | 0.05% | +16,636 | New |
| TCG Advisory Services, LLC | 17,230 | $261.0K | 0.07% | −1,790−9.4% | Reduced |
| Sigma Planning Corp | 17,275 | $262.0K | 0.01% | +477+2.8% | Added |
| HighTower Advisors, LLC | 18,166 | $275.0K | 0.00% | −1,079−5.6% | Reduced |
| Cetera Investment Advisers | 18,227 | $276.0K | 0.00% | −38−0.2% | Reduced |
| Baird Financial Group, Inc. | 18,900 | $286.0K | 0.00% | +2,250+13.5% | Added |
| Advisory Services Network, LLC | 19,281 | $292.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 20,275 | $307.0K | 0.06% | −298−1.4% | Reduced |
| Mid Atlantic Financial Management Inc | 20,500 | $311.0K | 0.02% | +2,500+13.9% | Added |
| 9258 Wealth Management, LLC | 21,010 | $318.0K | 0.08% | +3,150+17.6% | Added |
| Valley Brook Capital Group | 21,329 | $323.0K | 0.32% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,934 | $349.0K | 0.04% | +300+1.3% | Added |
| E&G Advisors, LP | 24,400 | $370.0K | 0.10% | +24,400 | Added |
| Steward Partners Investment Advisory, LLC | 25,432 | $385.0K | 0.01% | +6,450+34.0% | Added |
| SMH Capital Advisors Inc | 25,690 | $389.0K | 0.71% | −764−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,101 | $395.0K | 0.02% | −15,391−37.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,168 | $412.0K | 0.09% | +1,617+6.3% | Added |
| Private Advisor Group, LLC | 28,332 | $429.0K | 0.00% | −1,182−4.0% | Reduced |
| Oxbow Advisors, LLC | 30,369 | $460.0K | 0.05% | −275−0.9% | Reduced |
| Park Avenue Securities LLC | 30,476 | $462.0K | 0.01% | −290−0.9% | Reduced |
| Lazard Asset Management LLC | – | $493.0K | 0.00% | – | – |
| Truist Financial Corp | 34,267 | $519.0K | 0.00% | +1,345+4.1% | Added |
| Poehling Capital Management, LLC | 36,600 | $554.0K | 0.19% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,234 | $564.0K | 0.00% | −1,081−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 38,764 | $588.0K | 0.00% | −1,039−2.6% | Reduced |
| Mirador Capital Partners LP | 40,292 | $610.0K | 0.14% | +2,406+6.4% | Added |
| Horizon Kinetics Asset Management LLC | 44,576 | $675.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 46,404 | $703.0K | 0.03% | +17,705+61.7% | Added |
| Uncommon Cents Investing LLC | 46,870 | $710.0K | 0.29% | +250+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,516 | $811.0K | 0.00% | +520+1.0% | Added |
| Stolper Co | 54,639 | $828.0K | 0.40% | +3,783+7.4% | Added |
| Wela Strategies, Inc. | 55,790 | $845.0K | 0.44% | −11,235−16.8% | Reduced |
| Peapack Gladstone Financial Corp | 59,356 | $899.0K | 0.02% | +74+0.1% | Added |
| Stephens Inc | 59,777 | $906.0K | 0.01% | +60.0% | Added |
| Waterfront Wealth Inc. | 62,808 | $952.0K | 0.46% | −4,598−6.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 63,361 | $960.0K | 0.83% | +63,361 | New |
| Whitener Capital Management, Inc. | 68,821 | $1.01M | 0.47% | +15,087+28.1% | Added |
| Ellis Investment Partners, LLC | 66,864 | $1.01M | 0.26% | −138−0.2% | Reduced |
| Ameriprise Financial Inc | 82,547 | $1.25M | 0.00% | +19,016+29.9% | Added |
| Transcend Wealth Collective, LLC | 88,607 | $1.36M | 0.12% | +297+0.3% | Added |