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, Q4 2021
Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 31, 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
- 138
- +4 vs. Q3 2021
- Shares held
- 30.7M
- −216.6K (−0.7%) vs. Q3 2021
- Total value
- $462.9M
- −$6.60M (−1.4%) vs. Q3 2021
- New holders
- 21
- 50 more added
- Sold out
- 17
- 29 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 30 | $0 | 0.00% | +30 | New |
| Bedel Financial Consulting, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 180 | $2.71K | 0.00% | +180 | New |
| Sound Income Strategies, LLC | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $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 |
| Stephens Consulting, LLC | 300 | $4.51K | 0.00% | +300 | New |
| Princeton Global Asset Management LLC | 501 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 625 | $9.00K | 0.00% | −550−46.8% | Reduced |
| Rise Advisors, LLC | 694 | $10.4K | 0.01% | +694 | New |
| Central Trust Co | 750 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 750 | $11.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 794 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 800 | $12.0K | 0.01% | +18+2.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 900 | $13.0K | 0.01% | +900 | New |
| Fifth Third Bancorp | 900 | $14.0K | 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 |
| CoreCap Advisors, LLC | 979 | $15.0K | 0.00% | +979 | New |
| Pin Oak Investment Advisors Inc | 1,218 | $18.0K | 0.02% | −4,826−79.8% | Reduced |
| FourThought Financial, LLC | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,266 | $19.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,464 | $22.0K | 0.02% | +1,464 | New |
| SJS Investment Consulting Inc. | 1,533 | $23.0K | 0.01% | +1,533 | New |
| Eukles Asset Management | 1,661 | $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 |
| Crescent Capital Consulting, LLC | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $30.0K | 0.01% | +2,000 | New |
| Citigroup Inc | 2,355 | $35.0K | 0.00% | −6,609−73.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,750 | $41.0K | 0.02% | +2,750 | New |
| Strategic Asset Management, LLC | 2,771 | $42.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,500 | $53.0K | 0.00% | +3,500 | New |
| NEXT Financial Group, Inc | 3,700 | $56.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,103 | $62.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,263 | $64.0K | 0.00% | −993−18.9% | Reduced |
| Future Financial Wealth Managment LLC | 5,000 | $74.0K | 0.06% | +5,000 | New |
| Cascade Investment Advisors, Inc. | 5,493 | $82.7K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,755 | $87.0K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 10,000 | $151.0K | 0.06% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $152.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 10,852 | $163.0K | 0.00% | +10,852 | New |
| Kestra Private Wealth Services, LLC | 12,113 | $182.0K | 0.01% | +180+1.5% | Added |
| Cetera Advisor Networks LLC | 12,398 | $187.0K | 0.00% | +2,200+21.6% | Added |
| Westbourne Investment Advisors, Inc. | 13,230 | $199.0K | 0.08% | 00.0% | Unchanged |
| American Portfolios Advisors | 13,403 | $201.7K | 0.01% | +9,044+207.5% | Added |
| Laurel Wealth Advisors, Inc. | 13,867 | $209.0K | 0.02% | +147+1.1% | Added |
| Huntington National Bank | – | $211.0K | 0.00% | – | – |
| Oak Family Advisors, LLC | 14,429 | $217.0K | 0.10% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 14,700 | $221.0K | 0.08% | −54,121−78.6% | Reduced |
| Capital Investment Advisory Services, LLC | 14,740 | $222.0K | 0.03% | +14,740 | New |
| UMA Financial Services, Inc. | 15,611 | $224.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,886 | $224.0K | 0.14% | +122+0.8% | Added |
| Clean Yield Group | 15,000 | $226.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 15,500 | $233.0K | 0.11% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 16,952 | $236.0K | 0.05% | +1,840+12.2% | Added |
| RB Capital Management, LLC | 15,821 | $238.0K | 0.07% | +270+1.7% | Added |
| WealthShield Partners, LLC | 16,546 | $249.0K | 0.04% | +16,546 | New |
| TCG Advisory Services, LLC | 17,275 | $260.0K | 0.06% | +45+0.3% | Added |
| Doliver Advisors, LP | 19,386 | $263.0K | 0.08% | +19,386 | New |
| Advisory Services Network, LLC | 18,206 | $274.0K | 0.01% | −1,075−5.6% | Reduced |
| Cetera Investment Advisers | 18,230 | $274.0K | 0.00% | +30.0% | Added |
| HighTower Advisors, LLC | 18,734 | $282.0K | 0.00% | +568+3.1% | Added |
| Sigma Planning Corp | 19,446 | $293.0K | 0.01% | +2,171+12.6% | Added |
| Sound View Wealth Advisors Group, LLC | 19,995 | $301.0K | 0.06% | −280−1.4% | Reduced |
| Lazard Asset Management LLC | – | $308.0K | 0.00% | – | – |
| Valley Brook Capital Group | 20,805 | $313.0K | 0.27% | −524−2.5% | Reduced |
| GWM Advisors LLC | 21,434 | $323.0K | 0.00% | +21,434 | New |
| Paradigm Financial Partners, LLC | 22,143 | $333.0K | 0.07% | +22,143 | New |
| We Are One Seven, LLC | 22,797 | $343.0K | 0.04% | −137−0.6% | Reduced |
| 9258 Wealth Management, LLC | 23,225 | $350.0K | 0.08% | +2,215+10.5% | Added |
| E&G Advisors, LP | 24,400 | $367.0K | 0.09% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 24,451 | $368.0K | 0.00% | +24,451 | New |
| SMH Capital Advisors Inc | 26,325 | $396.0K | 0.78% | +635+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 27,592 | $415.0K | 0.08% | +424+1.6% | Added |
| Private Advisor Group, LLC | 28,432 | $428.0K | 0.00% | +100+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 28,532 | $429.0K | 0.01% | +3,100+12.2% | Added |
| Oxbow Advisors, LLC | 30,119 | $453.0K | 0.04% | −250−0.8% | Reduced |
| Park Avenue Securities LLC | 30,560 | $460.0K | 0.01% | +84+0.3% | Added |
| Commonwealth Equity Services, LLC | 34,900 | $525.0K | 0.00% | −2,334−6.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 35,350 | $532.0K | 0.27% | +35,350 | New |
| Poehling Capital Management, LLC | 36,600 | $551.0K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 37,337 | $562.0K | 0.00% | +3,070+9.0% | Added |
| Mirador Capital Partners LP | 37,564 | $565.0K | 0.12% | −2,728−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 38,556 | $580.0K | 0.00% | −208−0.5% | Reduced |
| Baird Financial Group, Inc. | 39,200 | $590.0K | 0.00% | +20,300+107.4% | Added |
| Horizon Kinetics Asset Management LLC | 44,576 | $671.0K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 44,995 | $677.0K | 0.25% | −1,875−4.0% | Reduced |
| Nwam LLC | 47,773 | $719.0K | 0.06% | −100,675−67.8% | Reduced |
| Wedbush Securities Inc | 50,112 | $754.0K | 0.03% | +3,708+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,455 | $835.0K | 0.00% | +1,939+3.6% | Added |
| Wela Strategies, Inc. | 55,838 | $840.0K | 0.42% | +48+0.1% | Added |
| Stephens Inc | 56,034 | $843.0K | 0.01% | −3,743−6.3% | Reduced |
| Stolper Co | 58,347 | $878.0K | 0.39% | +3,708+6.8% | Added |
| Peapack Gladstone Financial Corp | 59,431 | $894.0K | 0.02% | +75+0.1% | Added |
| Shulman DeMeo Asset Management LLC | 63,225 | $952.0K | 0.25% | −136−0.2% | Reduced |