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 2022
Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 30, 2022. 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
- 149
- +3 vs. Q2 2022
- Shares held
- 33.0M
- +292.2K (+0.9%) vs. Q2 2022
- Total value
- $315.1M
- −$41.4M (−11.6%) vs. Q2 2022
- New holders
- 20
- 40 more added
- Sold out
- 17
- 48 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 10,612 | $0 | 0.00% | +10,612 | New |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 180 | $1.72K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $2.00K | 0.00% | −2,481−92.5% | Reduced |
| Geneos Wealth Management Inc. | 312 | $2.00K | 0.00% | −1,420−82.0% | Reduced |
| Savior LLC | 230 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 240 | $2.00K | 0.00% | +240 | New |
| Stephens Consulting, LLC | 300 | $2.86K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 350 | $3.00K | 0.00% | +350 | New |
| Cambridge Trust Co | 500 | $5.00K | 0.00% | −3,000−85.7% | Reduced |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 741 | $7.00K | 0.01% | +17+2.3% | Added |
| Beacon Capital Management, LLC | 762 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 874 | $8.00K | 0.00% | +6+0.7% | Added |
| Pacifica Partners Inc. | 846 | $9.00K | 0.01% | +19+2.3% | Added |
| EverSource Wealth Advisors, LLC | 963 | $9.00K | 0.00% | +963 | New |
| Bartlett & Co. Wealth Management LLC | 1,019 | $9.72K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,464 | $14.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,621 | $15.0K | 0.01% | +1,621 | New |
| First PREMIER Bank | 1,700 | $16.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $16.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,240 | $21.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 2,582 | $25.0K | 0.00% | +52+2.1% | Added |
| Strategic Asset Management, LLC | 2,671 | $26.0K | 0.05% | 00.0% | Unchanged |
| Selway Asset Management | 3,000 | $29.0K | 0.02% | +3,000 | New |
| US Bancorp | 4,103 | $39.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,027 | $44.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,512 | $52.6K | 0.00% | +113+2.1% | Added |
| Clean Yield Group | 8,000 | $76.0K | 0.04% | −3,000−27.3% | Reduced |
| Running Point Capital Advisors, LLC | 10,000 | $95.0K | 0.06% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $98.0K | 0.08% | +10,297 | New |
| Cetera Investment Advisers | 10,521 | $100.0K | 0.00% | −18,776−64.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $104.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $104.0K | 0.00% | – | – |
| HRT Financial LP | 10,920 | $104.0K | 0.00% | +10,920 | New |
| Atria Wealth Solutions, Inc. | 11,069 | $105.6K | 0.00% | +11,069 | New |
| IFP Advisors, Inc | 8,547 | $106.0K | 0.00% | −20.0% | Reduced |
| Susquehanna International Group, LLP | 11,207 | $107.0K | 0.00% | −19,471−63.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,257 | $107.0K | 0.06% | +11,257 | New |
| Kestra Advisory Services, LLC | 12,059 | $115.0K | 0.00% | −9,400−43.8% | Reduced |
| Kestra Private Wealth Services, LLC | 12,195 | $116.0K | 0.01% | +255+2.1% | Added |
| International Assets Investment Management, LLC | 12,285 | $117.0K | 0.03% | +12,285 | New |
| RB Capital Management, LLC | 12,825 | $122.0K | 0.05% | −2,240−14.9% | Reduced |
| Investors Asset Management of Georgia Inc | 13,500 | $129.0K | 0.07% | −2,000−12.9% | Reduced |
| UMA Financial Services, Inc. | 12,839 | $129.0K | 0.04% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,682 | $131.0K | 0.05% | +2,750+25.2% | Added |
| Huntington National Bank | – | $134.0K | 0.00% | – | – |
| Oak Family Advisors, LLC | 14,429 | $138.0K | 0.09% | 00.0% | Unchanged |
| First Foundation Advisors | 14,615 | $139.0K | 0.01% | +14,615 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,260 | $146.0K | 0.08% | +138+0.9% | Added |
| Advisory Services Network, LLC | 16,648 | $159.0K | 0.01% | −1,058−6.0% | Reduced |
| Janney Montgomery Scott LLC | 16,683 | $159.0K | 0.00% | +16,683 | New |
| TCG Advisory Services, LLC | 17,028 | $162.0K | 0.05% | +275+1.6% | Added |
| Valley Brook Capital Group | 18,155 | $173.0K | 0.19% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,248 | $174.0K | 0.00% | +18,248 | New |
| Sigma Planning Corp | 18,708 | $178.0K | 0.01% | +414+2.3% | Added |
| Lloyd Park, LLC | 18,915 | $180.0K | 0.22% | −1,885−9.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,100 | $182.0K | 0.04% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 19,254 | $184.0K | 0.03% | −2,050−9.6% | Reduced |
| 180 Wealth Advisors, LLC | 21,502 | $205.0K | 0.06% | +38+0.2% | Added |
| Shaker Financial Services, LLC | 22,879 | $218.0K | 0.11% | +22,879 | New |
| E&G Advisors, LP | 24,092 | $230.0K | 0.08% | −200−0.8% | Reduced |
| We Are One Seven, LLC | 24,255 | $231.0K | 0.02% | −677−2.7% | Reduced |
| Mackay Shields LLC | 24,596 | $235.0K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 24,965 | $238.0K | 0.06% | +795+3.3% | Added |
| MML Investors Services, LLC | 25,067 | $239.0K | 0.00% | +25,067 | New |
| Logan Stone Capital, LLC | 25,853 | $247.0K | 0.16% | +25,853 | New |
| Capital Investment Advisory Services, LLC | 26,335 | $251.0K | 0.03% | +3,330+14.5% | Added |
| Steward Partners Investment Advisory, LLC | 26,658 | $254.0K | 0.00% | −10,989−29.2% | Reduced |
| Baird Financial Group, Inc. | 26,897 | $257.0K | 0.00% | −28,350−51.3% | Reduced |
| Wolverine Asset Management LLC | 27,505 | $262.0K | 0.00% | +27,505 | New |
| JPMorgan Chase & Co | 28,145 | $269.0K | 0.00% | +28,127+156,261.1% | Added |
| Mirador Capital Partners LP | 28,275 | $270.0K | 0.07% | −2,822−9.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 28,563 | $272.0K | 0.05% | +99+0.3% | Added |
| Wedbush Securities Inc | 29,179 | $278.0K | 0.02% | −1,236−4.1% | Reduced |
| Private Advisor Group, LLC | 30,145 | $288.0K | 0.00% | +572+1.9% | Added |
| Mariner, LLC | 31,848 | $304.0K | 0.00% | +31,848 | New |
| The PNC Financial Services Group, Inc. | 32,029 | $306.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,850 | $313.0K | 0.01% | +2,916+9.7% | Added |
| Nwam LLC | 33,418 | $319.0K | 0.03% | −3,039−8.3% | Reduced |
| Park Avenue Securities LLC | 33,827 | $323.0K | 0.01% | +116+0.3% | Added |
| Spinnaker Investment Group, LLC | 35,000 | $334.0K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 36,052 | $344.0K | 0.00% | +3,611+11.1% | Added |
| SMH Capital Advisors Inc | 36,997 | $353.0K | 0.53% | +224+0.6% | Added |
| Commonwealth Equity Services, LLC | 37,947 | $362.0K | 0.00% | +2,642+7.5% | Added |
| Stifel Financial Corp | 39,245 | $375.0K | 0.00% | −2,306−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 41,419 | $395.0K | 0.00% | −130−0.3% | Reduced |
| Truist Financial Corp | 41,460 | $396.0K | 0.00% | +168+0.4% | Added |