Overview
- TickerBLW on NYSE2
- HeadquartersWilmington, United States2
- Incorporated inDE3
- Business address100 Bellevue Parkway, Mutual Fund Department, Wilmington, De 198093
- Legal formStatutory Trust2
- Kind of organizationFund2
- LEI4VIZ12RURKQTKPDDB4922
- StatusActive2
- LEI statusIssued and current2
- Registered addressc/o THE CORPORATION TRUST COMPANY, CORPORATION TRUST CENTER 1209 ORANGE ST, 19801 Wilmington, United States2
- Registered withDivision of Corporations, Department of State, 36597912
Corporate structure
BLACKROCK Ltd DURATION INCOME TRUST sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of BLACKROCK Ltd DURATION INCOME TRUST
- Morgan Stanley Filed SCHEDULE 13G/A on BLACKROCK Ltd DURATION INCOME TRUST, latest May 11, 2026 (5 filings since Feb 9, 2022)
- BLACKROCK Ltd DURATION INCOME TRUST Wilmington, Delaware, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led BLACKROCK Ltd DURATION INCOME TRUST, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
- Chief executive officerJohn Perlowski Feb 18, 2011 to Feb 18, 20114
- PresidentJohn Perlowski Feb 18, 2011 to Feb 18, 20114
- Chief financial officerTrent Walker Jan 12, 2021 to Jan 12, 20215
- Chief financial officerNeal Andrews Nov 9, 2007 to Nov 9, 20076
Board members and other officers (36)
- Vice PresidentStephen Thomas Minar May 16, 2025 to now7
- Chief Compliance OfficerAaron David Wasserman Jul 6, 2023 to Jul 6, 20238
- Vice PresidentJonathan Diorio Sep 21, 2015 to Sep 21, 20159
- Chief Compliance OfficerCharles Park Jun 10, 2014 to now10
- SecretaryJaney Ahn May 25, 2012 to May 25, 201211
- Vice PresidentRobert Crothers May 25, 2012 to May 25, 201212
- SecretaryIra P. Shapiro Nov 18, 2010 to Nov 18, 201013
- Vice PresidentBrendan Kyne Aug 6, 2009 to Aug 6, 200914
- Portfolio ManagerKevin Booth Jul 12, 2007 to Jul 12, 200715
- SecretaryHoward Surloff Nov 8, 2007 to Nov 8, 200716
- TreasurerJay M. Fife Nov 8, 2007 to Nov 8, 200717
- Chief Compliance OfficerBrian P. Kindelan Nov 9, 2007 to Nov 9, 200718
- TreasurerDonald C. Burke Dec 1, 2006 to Dec 1, 200619
- Board memberFrancis C. Mahoney Sep 17, 2026 to now20
- Board memberArthur Philip Steinmetz Sep 14, 2023 to now21
- Board memberJames Phillip Holloman Jun 21, 2021 to now22
- Board memberStayce Harris Jun 21, 2021 to now23
- Board memberLorenzo Flores Aug 9, 2021 to now24
- Board memberRobert W. Fairbairn Feb 16, 2018 to Feb 16, 201825
- Board memberCatherine A. Lynch Mar 2, 2016 to now26
- Board memberCynthia Egan Apr 1, 2016 to Apr 1, 201627
- Board memberMichael J. Castellano Apr 20, 2011 to Oct 5, 202128
- Board memberPaul Audet Jul 28, 2011 to Jul 28, 201129
- Board memberFrank Fabozzi Jan 18, 2008 to Oct 4, 202230
- Board memberKathleen F. Feldstein Jan 18, 2008 to Oct 19, 201531
- Board memberRichard Cavanagh Jan 18, 2008 to Oct 5, 202132
- Board memberRobert Glenn Hubbard Jan 18, 2008 to now33
- Board memberKent Dixon Feb 27, 2008 to Sep 18, 200934
- Board memberGeorge Nicholas Beckwith Iii. Nov 7, 2007 to Jan 19, 201035
- Board memberJerrold B. Harris Nov 7, 2007 to Oct 17, 201736
- Board memberKaren P. Robards Nov 7, 2007 to Oct 5, 202037
- Board memberCarl W. Kester Nov 9, 2007 to now38
- Board memberHenry Gabbay Nov 9, 2007 to Jan 17, 201939
- Board memberJames T. Flynn Nov 9, 2007 to Oct 19, 201540
- Board memberRobert S. Salomon Jr. Nov 9, 2007 to Nov 9, 200741
- Board memberRoscoe Suddarth Nov 9, 2007 to Nov 9, 200742
Former names
Timeline
Filings
231 filings to the SEC since October 2021: 1 major events, 168 insider forms, 5 large holders, 57 other. The latest 20:
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Sep 17, 20263 EDGAR
- Sep 3, 2026N-CSRS BLACKROCK LTD DURATION INCOME TRUST EDGAR
- Aug 28, 2026N-PX EDGAR
- Aug 25, 2026NPORT-P EDGAR
- Aug 5, 20263 EDGAR
- Aug 5, 20264 EDGAR
- Aug 5, 20264 EDGAR
- Jul 6, 20264 EDGAR
- Jul 6, 20264 EDGAR
- Jul 6, 20264 EDGAR
- Jul 6, 20264 EDGAR
- Jul 6, 20264 EDGAR
- Jul 6, 20264 EDGAR
- May 28, 2026NPORT-P EDGAR
The 231 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Morgan StanleySCHEDULE 13G/A, 5 filings Feb 9, 2022 to May 11, 202644
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 85. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 4,083,624 | $51.0M | 0.0% | −84,212 |
| Wells Fargo & Company/mn | 1,007,843 | $12.6M | 0.0% | −19,044 |
| UBS Group AG | 606,131 | $7.6M | 0.0% | −33,092 |
| Guggenheim Capital LLC | 520,486 | $6.5M | 0.0% | −108,032 |
| Invesco Ltd. | 384,488 | $4.8M | 0.0% | +58,589 |
| Shaker Financial Services, LLC | 301,450 | $3.8M | 1.2% | +188,687 |
| Raymond James Financial Inc | 284,146 | $3.5M | 0.0% | −18,758 |
| Venture Visionary Partners LLC | 279,335 | $3.5M | 0.1% | −21,582 |
| Envestnet Asset Management Inc | 204,454 | $2.6M | 0.0% | +38,921 |
| Royal Bank Of Canada | 191,191 | $2.4M | 0.0% | +10,029 |
| Principal Securities, Inc. | 182,218 | $2.3M | 0.0% | +24,538 |
| Bank Of America Corp /de/ | 178,861 | $2.2M | 0.0% | −76,487 |
| LPL Financial LLC | 171,532 | $2.1M | 0.0% | +35,401 |
| Blue Zone Wealth Advisors, LLC | 162,935 | $2.0M | 0.4% | −10,406 |
| Waterfront Wealth Inc. | 156,398 | $2.0M | 0.3% | +136,443 |
| Wolverine Asset Management LLC | 156,211 | $2.0M | 0.1% | +62,134 |
| Fiera Capital Corp | 151,570 | $1.9M | 0.0% | +5,134 |
| Landscape Capital Management, L.l.c. | 147,340 | $1.8M | 0.1% | New |
| Baird Financial Group, Inc. | 138,427 | $1.7M | 0.0% | −12,169 |
| Jefferies Financial Group Inc. | 129,856 | $1.6M | 0.0% | +453 |
| Capital Investment Advisors, LLC | 120,910 | $1.5M | 0.0% | −2,863 |
| Ethos Financial Group, LLC | 111,237 | $1.4M | 0.1% | −8,851 |
| Osaic Holdings, Inc. | 104,390 | $1.3M | 0.0% | −30,747 |
| Lido Advisors, LLC | 98,519 | $1.2M | 0.0% | +28,474 |
| Kestra Advisory Services, LLC | 67,456 | $842.5K | 0.0% | +19,089 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How BLACKROCK Ltd DURATION INCOME TRUST is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARBLACKROCK Ltd DURATION INCOME TRUST1
- CIK0001233681
- Employer ID (EIN)20-00966951
- Incorporated inDelaware1
- Fiscal year endsOctober 311
- Business address100 Bellevue Parkway, Mutual Fund Department, Wilmington, DE 198091
- Phone888-825-2271
- On EDGAR sinceMay 19, 20031
- Filings1,069 in all: 4 (668), 3 (66), N-Q (30), NPORT-P (28), 40-17G (26), N-CSR (25), DEF 14A (24), N-CSRS (23)1
All 45 form types
N-PX (23), SC 13G/A (22), NSAR-A (15), NSAR-B (15), 4/A (9), N-CEN (9), CORRESP (8), DEFA14A (8), 497 (7), 8-K (6), 424B3 (5), N-2/A (5), PRE 14A (5), EFFECT (4), N-2 (4), 3/A (3), 424B2 (3), DEFR14A (3), N-CEN/A (3), 40-6C (2), POS 8C (2), POS EX (2), SC 13G (2), 40-17G/A (1), 486BPOS (1), 8-A12B (1), APP WD (1), CERTNYS (1), N-8A (1), N-CSR/A (1), N-PX/A (1), NPORT-EX (1), NPORT-P/A (1), NSAR-B/A (1), NT-NCSR (1), SCHEDULE 13G/A (1), UPLOAD (1)
- Latest filingsProxy statement (DEF 14A) Jun 2, 2026
Latest 8-K (8-K) Jan 21, 2025
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7SEC EDGARStephen Thomas Minar, Vice President
- 8
- 9SEC EDGARJonathan Diorio, Vice President
- 10
- 11SEC EDGARJaney Ahn, Secretary
- 12SEC EDGARRobert Crothers, Vice President
- 13SEC EDGARIra P. Shapiro, Secretary
- 14SEC EDGARBrendan Kyne, Vice President
- 15SEC EDGARKevin Booth, Portfolio Manager
- 16SEC EDGARHoward Surloff, Secretary
- 17SEC EDGARJay M. Fife, Treasurer
- 18
- 19SEC EDGARDonald C. Burke, Treasurer
- 20SEC EDGARFrancis C. Mahoney, Board member
- 21
- 22SEC EDGARJames Phillip Holloman, Board member
- 23SEC EDGARStayce Harris, Board member
- 24SEC EDGARLorenzo Flores, Board member
- 25SEC EDGARRobert W. Fairbairn, Board member
- 26SEC EDGARCatherine A. Lynch, Board member
- 27SEC EDGARCynthia Egan, Board member
- 28SEC EDGARMichael J. Castellano, Board member
- 29SEC EDGARPaul Audet, Board member
- 30SEC EDGARFrank Fabozzi, Board member
- 31SEC EDGARKathleen F. Feldstein, Board member
- 32SEC EDGARRichard Cavanagh, Board member
- 33SEC EDGARRobert Glenn Hubbard, Board member
- 34SEC EDGARKent Dixon, Board member
- 35
- 36SEC EDGARJerrold B. Harris, Board member
- 37SEC EDGARKaren P. Robards, Board member
- 38SEC EDGARCarl W. Kester, Board member
- 39SEC EDGARHenry Gabbay, Board member
- 40SEC EDGARJames T. Flynn, Board member
- 41SEC EDGARRobert S. Salomon Jr., Board member
- 42SEC EDGARRoscoe Suddarth, Board member
- 43SEC EDGAROther events
- 44