Security key
092508100
BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ)
CUSIP: 092508100
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 92,426,020
- Total 13F shares
- 33,604,385
- Share change
- +275,415
- Total reported value
- $366,952,473
- Price per share
- $10.92
- Number of holders
- 143
- Value change
- +$3,062,929
- Number of buys
- 51
- Number of sells
- 64
Report period
Q2 2025
Institutions
143
Top holders
10
BTZ full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
BLACKROCK CREDIT ALLOCATION INCOME TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 092508100
Recent filing periods:
Top shareholders of BTZ - BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
6%
|
5,581,167
|
$59,830,000 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
5.7%
|
5,291,406
|
$56,723,875 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
4.1%
|
3,828,803
|
$41,044,773 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
2.7%
|
2,486,405
|
$26,654,262 | — | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.8%
|
1,629,233
|
$17,465,378 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.5%
|
1,366,269
|
$14,646,407 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.4%
|
1,265,933
|
$13,570,802 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.1%
|
1,034,860
|
$11,093,697 | — | 31 Mar 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
1.1%
|
1,020,187
|
$10,936,402 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
1%
|
953,632
|
$10,222,935 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.96%
|
889,121
|
$9,531,000 | — | 31 Mar 2025 | |
| Sowell Financial Services LLC |
13F
|
Company |
0.72%
|
661,231
|
$7,088,393 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.54%
|
502,455
|
$5,386,318 | — | 31 Mar 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.52%
|
477,029
|
$5,113,000 | — | 31 Mar 2025 | |
| EVERGREEN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.44%
|
406,728
|
$4,360,126 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.38%
|
352,794
|
$3,781,952 | — | 31 Mar 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.36%
|
331,022
|
$3,549,000 | — | 31 Mar 2025 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
0.32%
|
297,832
|
$3,192,785 | — | 31 Mar 2025 | |
| Edgemoor Investment Advisors, Inc. |
13F
|
Company |
0.29%
|
268,495
|
$2,878,266 | — | 31 Mar 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.26%
|
237,111
|
$2,542,000 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.24%
|
225,619
|
$2,419,306 | — | 31 Mar 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.24%
|
224,348
|
$2,405,019 | — | 31 Mar 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.22%
|
205,467
|
$2,202,601 | — | 31 Mar 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.19%
|
174,503
|
$1,870,672 | — | 31 Mar 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
0.18%
|
163,139
|
$1,748,850 | — | 31 Mar 2025 | |
| Rareview Capital LLC |
13F
|
Company |
0.17%
|
154,048
|
$1,651,391 | — | 31 Mar 2025 | |
| Waterfront Wealth Inc. |
13F
|
Company |
0.14%
|
133,110
|
$1,426,941 | — | 31 Mar 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0.13%
|
123,825
|
$1,327,403 | — | 31 Mar 2025 | |
| IBEX WEALTH ADVISORS |
13F
|
Company |
0.12%
|
113,556
|
$1,217,319 | — | 31 Mar 2025 | |
| PRINCIPAL SECURITIES, INC. |
13F
|
Company |
0.12%
|
110,503
|
$1,155,860 | — | 31 Mar 2025 | |
| Marks Group Wealth Management, Inc |
13F
|
Company |
0.11%
|
97,838
|
$1,048,823 | — | 31 Mar 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.1%
|
90,002
|
$964,823 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.1%
|
88,863
|
$952,606 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.09%
|
85,116
|
$912,443 | — | 31 Mar 2025 | |
| EP Wealth Advisors, LLC |
13F
|
Company |
0.09%
|
84,188
|
$902,495 | — | 31 Mar 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.09%
|
84,164
|
$902,241 | — | 31 Mar 2025 | |
| TRANSCEND CAPITAL ADVISORS, LLC |
13F
|
Company |
0.09%
|
83,501
|
$895,126 | — | 31 Mar 2025 | |
| Johnson Financial Group, Inc. |
13F
|
Company |
0.09%
|
80,195
|
$859,691 | — | 31 Mar 2025 | |
| Stolper Co |
13F
|
Company |
0.08%
|
75,549
|
$810,000 | — | 31 Mar 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.08%
|
75,286
|
$807,070 | — | 31 Mar 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.08%
|
74,498
|
$798,619 | — | 31 Mar 2025 | |
| StoneX Group Inc. |
13F
|
Company |
0.07%
|
67,188
|
$720,255 | — | 31 Mar 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
0.07%
|
63,268
|
$678,236 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.06%
|
59,597
|
$638,881 | — | 31 Mar 2025 | |
| WealthShield Partners, LLC |
13F
|
Company |
0.06%
|
57,437
|
$615,725 | — | 31 Mar 2025 | |
| Chicago Partners Investment Group LLC |
13F
|
Company |
0.06%
|
57,056
|
$603,652 | — | 31 Mar 2025 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.06%
|
55,657
|
$596,639 | — | 31 Mar 2025 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
|
Company |
0.06%
|
51,023
|
$546,967 | — | 31 Mar 2025 | |
| PIN OAK INVESTMENT ADVISORS INC |
13F
|
Company |
0.05%
|
50,163
|
$531,000 | — | 31 Mar 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.05%
|
48,632
|
$521,337 | — | 31 Mar 2025 |
Institutional Holders of BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) as of Q2 2025
As of 30 Jun 2025,
BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ) was held by
143 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,604,385 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Allspring Global Investments Holdings, LLC, GUGGENHEIM CAPITAL LLC, RAYMOND JAMES FINANCIAL INC, Invesco Ltd., WELLS FARGO & COMPANY/MN, Capital Investment Advisors, LLC, and Royal Bank of Canada.
This page lists
143
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
144
Q2 2025 holders
143
Holder diff
-1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.