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 |
|---|---|---|---|---|---|
| US Bancorp | 4,103 | $62.0K | 0.00% | +505+14.0% | Added |
| Kowal Investment Group, LLC | 3,818 | $58.0K | 0.02% | +3,818 | New |
| NEXT Financial Group, Inc | 3,700 | $56.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 2,771 | $42.0K | 0.06% | +2,771 | New |
| Arkadios Wealth Advisors | 2,377 | $36.0K | 0.01% | −2,241−48.5% | Reduced |
| Crescent Capital Consulting, LLC | 2,000 | $30.0K | 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 |
| 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 |
| Webster Bank, N. A. | 1,378 | $21.0K | 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,019 | $15.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 900 | $14.0K | 0.00% | +900 | New |
| Proequities, Inc. | 794 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 782 | $12.0K | 0.01% | +8+1.0% | Added |
| Koshinski Asset Management, Inc. | 750 | $11.4K | 0.00% | +750 | New |
| Central Trust Co | 750 | $11.0K | 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 |
| Spire Wealth Management | 283 | $4.00K | 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 |
| Bedel Financial Consulting, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −64,752−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,417−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13,145−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −6,584−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |