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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 2024

Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 30, 2024. 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
−4 vs. Q2 2024
Shares held
31.7M
−1.67M (−5.0%) vs. Q2 2024
Total value
$354.8M
−$3.14M (−0.9%) vs. Q2 2024
New holders
11
43 more added
Sold out
15
46 more reduced

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 136 institutions
Q1 2021: 134 institutionsQ2 2021: 136 institutionsQ3 2021: 136 institutionsQ4 2021: 138 institutionsQ1 2022: 137 institutionsQ2 2022: 147 institutionsQ3 2022: 149 institutionsQ4 2022: 151 institutionsQ1 2023: 138 institutionsQ2 2023: 140 institutionsQ3 2023: 134 institutionsQ4 2023: 150 institutionsQ1 2024: 141 institutionsQ2 2024: 140 institutionsQ3 2024: 136 institutionsQ4 2024: 157 institutionsQ1 2025: 146 institutionsQ2 2025: 144 institutionsQ3 2025: 151 institutionsQ4 2025: 156 institutionsQ1 2026: 155 institutionsQ2 2026: 156 institutions
Value heldQ3 2024: $354.8M
Q1 2021: $489.3MQ2 2021: $499.8MQ3 2021: $480.8MQ4 2021: $462.9MQ1 2022: $396.9MQ2 2022: $356.8MQ3 2022: $315.1MQ4 2022: $332.5MQ1 2023: $331.1MQ2 2023: $333.8MQ3 2023: $318.2MQ4 2023: $353.6MQ1 2024: $356.2MQ2 2024: $357.9MQ3 2024: $354.8MQ4 2024: $344.7MQ1 2025: $357.2MQ2 2025: $367.1MQ3 2025: $367.4MQ4 2025: $370.0MQ1 2026: $344.7MQ2 2026: $354.0M
Institutions holding BTZ and their total value by quarter
QuarterHoldersValue
Q2 2026156$354.0M
Q1 2026155$344.7M
Q4 2025156$370.0M
Q3 2025151$367.4M
Q2 2025144$367.1M
Q1 2025146$357.2M
Q4 2024157$344.7M
Q3 2024136$354.8M
Q2 2024140$357.9M
Q1 2024141$356.2M
Q4 2023150$353.6M
Q3 2023134$318.2M
Q2 2023140$333.8M
Q1 2023138$331.1M
Q4 2022151$332.5M
Q3 2022149$315.1M
Q2 2022147$356.8M
Q1 2022137$396.9M
Q4 2021138$462.9M
Q3 2021136$480.8M
Q2 2021136$499.8M
Q1 2021134$489.3M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2024.

Institutions holding BTZ in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$230.00%––
Clear Street LLC56$6320.00%+56New
Global Retirement Partners, LLC99$1.12K0.00%−107−51.9%Reduced
Coppell Advisory Solutions LLC142$1.52K0.00%+142New
Wolff Wiese Magana LLC200$2.26K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.281$3.17K0.00%00.0%Unchanged
Spire Wealth Management283$3.19K0.00%00.0%Unchanged
Stephens Consulting, LLC300$3.38K0.00%00.0%Unchanged
Geneos Wealth Management Inc.414$4.67K0.00%00.0%Unchanged
Gen-Wealth Partners Inc575$6.18K0.00%00.0%Unchanged
Trust Co of Vermont750$8.46K0.00%+750New
Provenance Wealth Advisors, LLC806$9.09K0.00%+806New
NBC Securities, Inc.1,000$11.0K0.00%00.0%Unchanged
Pacifica Partners Inc.1,034$11.7K0.00%+24+2.4%Added
Oarsman Capital, Inc.1,085$12.2K0.00%+1,085New
CoreCap Advisors, LLC1,086$12.3K0.00%+1,086New
Harbour Investments, Inc.1,223$13.8K0.00%00.0%Unchanged
North Star Investment Management Corp.1,233$13.9K0.00%00.0%Unchanged
Webster Bank, N. A.1,378$15.5K0.00%00.0%Unchanged
First PREMIER Bank1,700$19.0K0.00%00.0%Unchanged
US Bancorp1,908$21.5K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC2,000$22.6K0.00%+2,000New
GPS Wealth Strategies Group, LLC2,250$25.4K0.00%00.0%Unchanged
CWM, LLC2,419$27.0K0.00%+1,057+77.6%Added
Atticus Wealth Management, LLC2,964$33.4K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.4,344$49.0K0.00%−26,278−85.8%Reduced
Comerica Bank4,629$52.2K0.00%+2,463+113.7%Added
Bartlett & Co. Wealth Management LLC5,380$60.7K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,654$63.8K0.00%00.0%Unchanged
Eastern Bank5,670$64.0K0.00%+5,670New
Affiance Financial, LLC10,000$112.8K0.03%00.0%Unchanged
Lokken Investment Group LLC10,297$116.2K0.05%00.0%Unchanged
Tyche Wealth Partners LLC11,000$124.1K0.03%00.0%Unchanged
Stephens Inc11,130$125.5K0.00%00.0%Unchanged
TCG Advisory Services, LLC11,395$128.5K0.01%−1,041−8.4%Reduced
Morris Retirement Advisors, LLC11,569$130.5K0.07%+39+0.3%Added
Level Four Advisory Services, LLC12,119$130.7K0.01%+12,119New
UMA Financial Services, Inc.11,845$131.6K0.02%−2,839−19.3%Reduced
We Are One Seven, LLC11,678$131.7K0.01%+211+1.8%Added
Oak Family Advisors, LLC11,929$134.6K0.05%00.0%Unchanged
Moors & Cabot, Inc.12,000$135.4K0.01%−500−4.0%Reduced
CIBC Private Wealth Group, LLC12,660$142.8K0.00%00.0%Unchanged
Clearstead Advisors, LLC12,848$144.9K0.00%−7,820−37.8%Reduced
Melfa Wealth Management, LLC13,245$149.4K0.10%00.0%Unchanged
Investors Asset Management of Georgia Inc13,500$152.3K0.07%00.0%Unchanged
Crescent Grove Advisors, LLC13,500$152.3K0.02%00.0%Unchanged
Lazard Asset Management LLC–$156.0K0.00%––
Semus Wealth Partners LLC13,851$156.2K0.11%−6,914−33.3%Reduced
Sound View Wealth Advisors Group, LLC13,970$157.6K0.01%−716−4.9%Reduced
HighTower Advisors, LLC14,080$158.0K0.00%−6,644−32.1%Reduced
Cutter & CO Brokerage, Inc.14,339$161.7K0.04%+199+1.4%Added
Creekside Partners14,576$164.4K0.08%+36+0.2%Added
Wetherby Asset Management Inc15,125$170.6K0.01%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.15,518$175.0K0.02%−4,692−23.2%Reduced
Concurrent Investment Advisors, LLC16,299$183.9K0.01%+665+4.3%Added
Integrated Wealth Concepts LLC16,406$185.1K0.00%+405+2.5%Added
E&G Advisors, LP16,692$188.3K0.05%00.0%Unchanged
Stifel Financial Corp16,752$189.0K0.00%−1,213−6.8%Reduced
Mayflower Financial Advisors, LLC17,000$191.8K0.03%−2,026−10.6%Reduced
Future Financial Wealth Managment LLC17,000$191.8K0.14%00.0%Unchanged
Dakota Wealth Management17,206$194.1K0.00%00.0%Unchanged
Peapack Gladstone Financial Corp17,546$198.0K0.00%−2,378−11.9%Reduced
Park Avenue Securities LLC17,811$201.0K0.00%−80.0%Reduced
180 Wealth Advisors, LLC19,287$217.6K0.03%−700−3.5%Reduced
Wedbush Securities Inc19,317$218.0K0.01%+66+0.3%Added
ProVise Management Group, LLC20,740$233.9K0.02%−400−1.9%Reduced
Valley Brook Capital Group21,946$247.5K0.18%+1,570+7.7%Added
9258 Wealth Management, LLC21,976$247.9K0.04%00.0%Unchanged
Flagship Harbor Advisors, LLC22,390$252.6K0.01%+5,610+33.4%Added
SMH Capital Advisors Inc22,466$253.4K0.78%−1,402−5.9%Reduced
Private Advisor Group, LLC22,664$255.6K0.00%+87+0.4%Added
Catalina Capital Group, LLC24,105$271.9K0.09%−1,109−4.4%Reduced
Kestra Advisory Services, LLC24,772$279.4K0.00%−8,875−26.4%Reduced
GWM Advisors LLC24,895$280.8K0.00%+1,445+6.2%Added
Oppenheimer & Co Inc24,934$281.3K0.00%+36+0.1%Added
Nwam LLC26,817$302.5K0.02%−1,500−5.3%Reduced
MML Investors Services, LLC28,354$320.0K0.00%+40.0%Added
Truist Financial Corp29,361$331.2K0.00%−470−1.6%Reduced
Palogic Value Management, L.P.33,113$373.5K0.15%00.0%Unchanged
Commonwealth Equity Services, LLC33,352$376.0K0.00%+363+1.1%Added
1607 Capital Partners, LLC33,504$377.9K0.03%−123,075−78.6%Reduced
Mariner, LLC36,429$410.9K0.00%+3,236+9.7%Added
RSM US Wealth Management LLC37,255$419.1K0.01%−529−1.4%Reduced
Wela Strategies, Inc.41,009$462.6K0.20%−22,588−35.5%Reduced
Ellis Investment Partners, LLC41,252$465.3K0.09%−2,519−5.8%Reduced
Envestnet Asset Management Inc42,013$473.9K0.00%+19,906+90.0%Added
Advisor Group Holdings, Inc.50,879$573.9K0.00%+9,248+22.2%Added
Horizon Kinetics Asset Management LLC51,023$575.5K0.01%+10,389+25.6%Added
Uncommon Cents Investing LLC51,130$576.7K0.16%+190.0%Added
WealthShield Partners, LLC51,346$579.2K0.08%−1,005−1.9%Reduced
Riverbridge Partners LLC56,153$633.4K0.01%+791+1.4%Added
Shulman DeMeo Asset Management LLC56,266$634.7K0.16%+270.0%Added
Pin Oak Investment Advisors Inc59,583$672.0K0.61%+12,165+25.7%Added
Cambridge Investment Research Advisors, Inc.61,317$692.0K0.00%−9,066−12.9%Reduced
Landscape Capital Management, L.L.C.68,408$771.6K0.08%−58,582−46.1%Reduced
Millennium Management LLC70,539$795.7K0.00%+70,539New
Private Trust Co NA75,180$848.0K0.09%+74,436+10,004.8%Added
Stolper Co75,437$851.0K0.28%+191+0.3%Added
Cetera Investment Advisers76,649$864.6K0.00%+19,105+33.2%Added
Transcend Wealth Collective, LLC79,800$900.2K0.06%−1,051−1.3%Reduced