BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BTZ on NYSE
Shares outstanding
92,531,453
Price per share
$10.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
33,235,441
Total reported value
$367,187,633
% of total 13F portfolios
0%
Share change
-298,783
Value change
-$3,256,195
Number of holders
149
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BANK OF AMERICA CORP /DE/ 5.3% $54,191,045 4,904,167 BANK OF AMERICA CORP /DE/ 30 Sep 2025

As of 30 Sep 2025, 149 institutional investors reported holding 33,235,441 shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ). This represents 36% of the company’s total 92,531,453 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) together control 32% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 6.4% 5,938,177 +2.9% 1.3% $65,617,000
MORGAN STANLEY 5.7% 5,261,818 -1.6% 0% $58,143,101
BANK OF AMERICA CORP /DE/ 5.3% 4,904,167 +7.3% 0% $54,191,051
GUGGENHEIM CAPITAL LLC 2.1% 1,906,924 +9.6% 0.16% $21,071,510
RAYMOND JAMES FINANCIAL INC 1.6% 1,520,686 +2.5% 0.01% $16,803,576
Invesco Ltd. 1.4% 1,265,630 +0.41% 0% $13,985,212
WELLS FARGO & COMPANY/MN 1.1% 1,059,568 +0.95% 0% $11,708,225
LPL Financial LLC 1.1% 972,196 +45% 0% $10,742,764
Capital Investment Advisors, LLC 0.98% 909,474 -6.6% 0.17% $10,049,689
ROYAL BANK OF CANADA 0.93% 857,571 -1.7% 0% $9,476,000
Allspring Global Investments Holdings, LLC 0.81% 749,988 -65% 0.01% $8,287,367
UBS Group AG 0.72% 668,820 +19% 0% $7,390,461
Sowell Financial Services LLC 0.71% 659,351 -0.33% 0.28% $7,285,829
Penserra Capital Management LLC 0.64% 589,680 +20% 0.08% $6,515,000
Advisors Asset Management, Inc. 0.37% 343,055 -2.3% 0.06% $3,790,758
COHEN & STEERS, INC. 0.36% 331,022 0% 0.01% $3,658,000
Smith Asset Management Co., LLC 0.31% 286,818 -2.6% 2.7% $3,169,412
Steward Partners Investment Advisory, LLC 0.3% 282,146 +15% 0.02% $3,117,716
Edgemoor Investment Advisors, Inc. 0.29% 266,253 -0.08% 0.23% $2,942,096
AMERIPRISE FINANCIAL INC 0.27% 252,201 +11% 0% $2,750,649
Thrivent Financial for Lutherans 0.26% 237,111 0% 0.01% $2,620,000
CARY STREET PARTNERS FINANCIAL LLC 0.25% 232,149 +39% 0.07% $2,565,244
D.A. DAVIDSON & CO. 0.22% 207,772 -8.4% 0.01% $2,295,887
Rareview Capital LLC 0.19% 180,294 +13% 1.2% $1,968,810
Cetera Investment Advisers 0.19% 176,549 +8.2% 0% $1,950,877

Institutional Holders of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,393,368 $25,913,105 -$4,353,072 $10.83 27
2025 Q3 33,235,441 $367,187,633 -$3,256,195 $11.05 149
2025 Q2 33,604,385 $366,952,473 +$3,062,929 $10.92 143
2025 Q1 33,324,155 $357,189,358 +$4,263,182 $10.72 144
2024 Q4 32,969,804 $349,383,180 +$9,414,703 $10.46 157
2024 Q3 31,314,393 $353,095,056 -$21,945,584 $11.28 134
2024 Q2 33,399,143 $357,700,182 +$1,096,590 $10.71 139
2024 Q1 33,340,800 $356,219,690 -$9,302,688 $10.69 141
2023 Q4 34,250,388 $353,527,583 +$9,885,897 $10.32 150
2023 Q3 32,883,928 $318,178,300 -$169,068 $9.68 134
2023 Q2 32,748,650 $332,397,073 +$5,739,174 $10.15 139
2023 Q1 32,178,844 $331,133,956 -$5,337,049 $10.29 138
2022 Q4 32,911,392 $332,706,342 -$1,769,124 $10.10 150
2022 Q3 33,002,427 $314,944,485 +$2,430,527 $9.54 146
2022 Q2 32,753,553 $356,812,859 +$60,258,615 $10.89 143
2022 Q1 31,802,440 $399,247,688 +$2,197,235 $12.56 136
2021 Q4 30,778,725 $462,934,771 -$15,506,059 $15.05 136
2021 Q3 31,737,025 $480,798,837 -$4,573,462 $15.15 133
2021 Q2 32,032,572 $499,370,747 -$19,720,318 $15.59 130
2021 Q1 33,323,099 $489,265,786 +$35,529,272 $14.68 131
2020 Q4 30,921,902 $454,894,365 -$17,703,707 $14.71 134
2020 Q3 31,960,176 $454,416,765 -$103,107,334 $14.22 124
2020 Q2 40,136,942 $529,838,616 +$61,116,135 $13.20 127
2020 Q1 34,655,741 $404,457,317 -$95,617,421 $11.66 126
2019 Q4 42,615,672 $595,924,221 -$77,302,916 $13.98 137
2019 Q3 48,250,002 $657,128,118 -$48,321,138 $13.62 122
2019 Q2 51,843,097 $672,449,410 +$11,307,191 $12.97 124
2019 Q1 51,201,606 $635,708,241 +$8,964,304 $12.41 126
2018 Q4 51,957,807 $581,061,254 +$27,366,235 $11.18 128
2018 Q3 49,207,150 $601,264,684 +$4,278,339 $12.24 130
2018 Q2 48,844,478 $590,343,114 +$21,049,668 $12.08 127
2018 Q1 47,103,196 $596,794,088 +$571,702 $12.67 124
2017 Q4 47,025,703 $626,270,060 +$16,637,130 $13.32 128
2017 Q3 45,452,786 $616,934,570 +$6,717,630 $13.57 111
2017 Q2 44,990,292 $605,031,450 +$20,767,058 $13.45 115
2017 Q1 43,451,540 $571,827,160 -$9,432,706 $13.16 113
2016 Q4 44,333,875 $575,030,970 +$34,020,717 $12.97 115
2016 Q3 41,713,128 $556,806,717 +$6,359,777 $13.35 120
2016 Q2 41,232,448 $536,834,150 -$8,842,273 $13.02 113
2016 Q1 42,235,443 $528,114,000 -$16,350,243 $12.52 114
2015 Q4 43,558,203 $537,552,000 +$12,755,237 $12.34 115
2015 Q3 42,590,489 $518,328,154 -$889,283 $12.17 102
2015 Q2 42,665,619 $540,574,918 +$2,045,173 $12.67 106
2015 Q1 42,551,046 $572,733,913 -$16,229,919 $13.46 100
2014 Q4 43,106,107 $556,943,547 +$21,652,730 $12.92 107
2014 Q3 41,899,976 $557,681,186 +$14,233,606 $13.31 102
2014 Q2 40,839,117 $561,485,099 +$24,713,180 $13.75 104
2014 Q1 39,020,942 $527,558,089 +$9,519,318 $13.52 101