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 2022
Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 31, 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
- 151
- +5 vs. Q3 2022
- Shares held
- 32.9M
- −61.1K (−0.2%) vs. Q3 2022
- Total value
- $332.5M
- +$17.7M (+5.6%) vs. Q3 2022
- New holders
- 25
- 36 more added
- Sold out
- 20
- 48 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $20 | 0.00% | – | – |
| Private Advisor Group, LLC | 30,171 | $305 | 0.00% | +26+0.1% | Added |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 134 | $1.35K | 0.00% | +134 | New |
| Cornerstone Management, Inc. | 180 | $1.82K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 200 | $2.02K | 0.00% | +200 | New |
| Sound Income Strategies, LLC | 224 | $2.26K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.84K | 0.00% | +281 | New |
| Accurate Wealth Management, LLC | 282 | $2.97K | 0.00% | +282 | New |
| Spire Wealth Management | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.03K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $3.15K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 400 | $4.04K | 0.00% | +400 | New |
| Cambridge Trust Co | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 750 | $7.58K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 759 | $7.67K | 0.01% | +18+2.4% | Added |
| Beacon Capital Management, LLC | 762 | $7.70K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 874 | $8.79K | 0.01% | +28+3.3% | Added |
| EverSource Wealth Advisors, LLC | 963 | $9.73K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $10.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $11.0K | 0.00% | +1,086 | New |
| Advisory Services Network, LLC | 1,148 | $11.6K | 0.00% | −15,500−93.1% | Reduced |
| North Star Investment Management Corp. | 1,233 | $12.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,464 | $14.8K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,500 | $15.2K | 0.01% | +1,500 | New |
| SJS Investment Consulting Inc. | 1,649 | $16.7K | 0.00% | +28+1.7% | Added |
| Eukles Asset Management | 1,661 | $17.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,240 | $23.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,750 | $27.8K | 0.00% | +2,750 | New |
| Citigroup Inc | 2,801 | $28.3K | 0.00% | +219+8.5% | Added |
| Money Concepts Capital Corp | 3,525 | $35.6K | 0.00% | +3,525 | New |
| Harbour Investments, Inc. | 3,827 | $38.7K | 0.00% | −200−5.0% | Reduced |
| US Bancorp | 4,103 | $41.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8,000 | $80.8K | 0.03% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $101.0K | 0.06% | 00.0% | Unchanged |
| RB Capital Management, LLC | 10,129 | $102.3K | 0.04% | −2,696−21.0% | Reduced |
| Lokken Investment Group LLC | 10,297 | $104.0K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,521 | $106.0K | 0.00% | −26−0.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $110.1K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $111.0K | 0.00% | – | – |
| Axxcess Wealth Management, LLC | 11,412 | $115.3K | 0.01% | +11,412 | New |
| Virtu Financial LLC | 12,564 | $127.0K | 0.02% | +12,564 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,708 | $128.3K | 0.06% | −2,552−16.7% | Reduced |
| Capital Investment Advisory Services, LLC | 12,755 | $128.8K | 0.02% | −13,580−51.6% | Reduced |
| Old National Bancorp | 12,808 | $129.0K | 0.00% | +12,808 | New |
| Melfa Wealth Management, LLC | 12,900 | $130.3K | 0.14% | +12,900 | New |
| Ameritas Advisory Services, LLC | 13,427 | $135.6K | 0.01% | +13,427 | New |
| Investors Asset Management of Georgia Inc | 13,500 | $136.3K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,770 | $139.0K | 0.00% | +13,770 | New |
| Cetera Investment Advisers | 13,881 | $140.2K | 0.00% | +3,360+31.9% | Added |
| Cutter & CO Brokerage, Inc. | 14,023 | $141.6K | 0.05% | +341+2.5% | Added |
| UMA Financial Services, Inc. | 12,839 | $142.3K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 14,317 | $144.6K | 0.01% | −9,938−41.0% | Reduced |
| Oak Family Advisors, LLC | 14,429 | $145.7K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 14,615 | $147.6K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 15,100 | $155.8K | 0.02% | −4,000−20.9% | Reduced |
| TCG Advisory Services, LLC | 15,949 | $161.1K | 0.06% | −1,079−6.3% | Reduced |
| Dakota Wealth Management | 17,806 | $179.8K | 0.01% | +17,806 | New |
| Valley Brook Capital Group | 18,155 | $183.4K | 0.18% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,466 | $186.5K | 0.01% | −242−1.3% | Reduced |
| Janney Montgomery Scott LLC | 18,613 | $188.0K | 0.00% | +1,930+11.6% | Added |
| Captrust Financial Advisors | 19,295 | $194.9K | 0.00% | +19,295 | New |
| Relative Value Partners Group, LLC | 19,327 | $195.2K | 0.01% | −54,385−73.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,134 | $213.5K | 0.04% | −7,429−26.0% | Reduced |
| E&G Advisors, LP | 21,192 | $214.0K | 0.08% | −2,900−12.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 21,400 | $216.1K | 0.12% | +21,400 | New |
| Kestra Advisory Services, LLC | 21,666 | $218.8K | 0.00% | +9,607+79.7% | Added |
| Creative Planning | 21,746 | $219.6K | 0.00% | +21,746 | New |
| Kestra Private Wealth Services, LLC | 22,199 | $224.2K | 0.01% | +10,004+82.0% | Added |
| 9258 Wealth Management, LLC | 22,490 | $227.1K | 0.05% | −2,475−9.9% | Reduced |
| 180 Wealth Advisors, LLC | 21,544 | $240.2K | 0.06% | +42+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 24,408 | $246.5K | 0.00% | −2,250−8.4% | Reduced |
| Mackay Shields LLC | 24,596 | $248.4K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 25,944 | $262.0K | 0.03% | −16,897−39.4% | Reduced |
| International Assets Investment Management, LLC | 26,948 | $272.2K | 0.03% | +14,663+119.4% | Added |
| Mirador Capital Partners LP | 27,212 | $274.8K | 0.07% | −1,063−3.8% | Reduced |
| Wedbush Securities Inc | 28,299 | $286.0K | 0.02% | −880−3.0% | Reduced |
| Mariner, LLC | 28,655 | $289.0K | 0.00% | −3,193−10.0% | Reduced |
| MML Investors Services, LLC | 28,711 | $290.0K | 0.00% | +3,644+14.5% | Added |
| Shaker Financial Services, LLC | 29,040 | $293.3K | 0.14% | +6,161+26.9% | Added |
| Transform Wealth, LLC | 29,300 | $295.9K | 0.03% | +29,300 | New |
| Park Avenue Securities LLC | 31,301 | $316.0K | 0.01% | −2,526−7.5% | Reduced |
| Advisors Asset Management, Inc. | 31,591 | $319.1K | 0.01% | −55,822−63.9% | Reduced |
| Truist Financial Corp | 31,611 | $319.3K | 0.00% | −9,849−23.8% | Reduced |
| The PNC Financial Services Group, Inc. | 32,029 | $323.5K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 34,847 | $352.0K | 0.02% | +34,847 | New |
| GWM Advisors LLC | 35,490 | $358.4K | 0.01% | +2,640+8.0% | Added |
| Nwam LLC | 36,476 | $368.4K | 0.03% | +3,058+9.2% | Added |
| SMH Capital Advisors Inc | 36,710 | $370.8K | 0.54% | −287−0.8% | Reduced |
| Semus Wealth Partners LLC | 37,442 | $378.2K | 0.46% | +37,442 | New |
| Spinnaker Investment Group, LLC | 37,640 | $380.2K | 0.14% | +2,640+7.5% | Added |
| Stifel Financial Corp | 40,900 | $413.1K | 0.00% | +1,655+4.2% | Added |