BTZ on NYSE

BLACKROCK CREDIT ALLOCATION INCOME TRUST

BLACKROCK CREDIT ALLOCATION INCOME TRUST is a fund registered in the United States, based in Wilmington, active since 2006.² Its shares trade on NYSE under the symbol BTZ.²

Price unavailable

Last updated Oct 21, 2026.

Overview

Compare with another stock.

TickerBTZ on NYSE²
HeadquartersWilmington, United States²
Incorporated inDE³
Business address100 Bellevue Parkway, Mutual Fund Department, Wilmington, De 19809³
Legal formStatutory Trust²
Kind of organizationFund²
LEIWU48CSUCFTU86AQUYZ93²
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, 4242086²

See how the biggest companies compare on our leaderboards

Corporate structure

BLACKROCK CREDIT ALLOCATION 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 CREDIT ALLOCATION INCOME TRUST

Bank of America Filed SCHEDULE 13G on BLACKROCK CREDIT ALLOCATION INCOME TRUST, latest Aug 3, 2026 (5 filings since Jan 31, 2022)
SIT INVESTMENT ASSOCIATES INC Filed SC 13G/A on BLACKROCK CREDIT ALLOCATION INCOME TRUST, latest Feb 6, 2024 (4 filings since Feb 10, 2022)

BLACKROCK CREDIT ALLOCATION 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 CREDIT ALLOCATION INCOME TRUST, and when. Pick a name to see everywhere that person has worked.

Chief executive

John Perlowski2011

Chair

Ralph Schlosstein2006

President

Chief financial officer

2010201520202025

Chief executive officerJohn Perlowski Feb 18, 2011 to Feb 18, 2011⁴
ChairRalph Schlosstein Dec 1, 2006 to Dec 1, 2006⁵
PresidentJohn Perlowski Feb 18, 2011 to Feb 18, 2011⁴
PresidentRob Kapito Dec 1, 2006 to Dec 1, 2006⁶
Chief financial officerTrent Walker Jan 12, 2021 to Jan 12, 2021⁷
Chief financial officerNeal Andrews Nov 9, 2007 to Nov 9, 2007⁸

Board members and other officers (40)

Vice PresidentStephen Thomas Minar May 16, 2025 to now⁹
Chief Compliance OfficerAaron David Wasserman Jul 6, 2023 to Jul 6, 2023¹⁰
Vice PresidentJonathan Diorio Sep 21, 2015 to Sep 21, 2015¹¹
Chief Compliance OfficerCharles Park Jun 10, 2014 to now¹²
SecretaryJaney Ahn May 25, 2012 to May 25, 2012¹³
Vice PresidentRobert Crothers May 25, 2012 to Mar 4, 2013¹⁴
SecretaryIra P. Shapiro Nov 18, 2010 to Nov 18, 2010¹⁵
Vice PresidentBrendan Kyne Aug 6, 2009 to Aug 6, 2009¹⁶
SecretaryHoward Surloff Nov 8, 2007 to Nov 8, 2007¹⁷
TreasurerJay M. Fife Nov 8, 2007 to Nov 8, 2007¹⁸
Chief Compliance OfficerBrian P. Kindelan Nov 9, 2007 to Nov 9, 2007¹⁹
Vice PresidentAnne Ackerley Dec 1, 2006 to Dec 1, 2006²⁰
TreasurerDonald C. Burke Dec 1, 2006 to Dec 1, 2006²¹
SecretaryVincent Tritto Dec 1, 2006 to Dec 1, 2006²²
Board memberFrancis C. Mahoney Sep 17, 2026 to now²³
Board memberArthur Philip Steinmetz Sep 14, 2023 to now²⁴
Board memberJames Phillip Holloman Jun 21, 2021 to now²⁵
Board memberStayce Harris Jun 21, 2021 to now²⁶
Board memberLorenzo Flores Aug 9, 2021 to now²⁷
Board memberRobert W. Fairbairn Feb 16, 2018 to Feb 16, 2018²⁸
Board memberCatherine A. Lynch Mar 2, 2016 to now²⁹
Board memberCynthia Egan Apr 1, 2016 to Apr 1, 2016³⁰
Board memberMichael J. Castellano Apr 20, 2011 to Oct 5, 2021³¹
Board memberPaul Audet Jul 28, 2011 to Jul 28, 2011³²
Board memberRalph Schlosstein Jan 18, 2007 to Jan 18, 2007³³
Board memberGeorge Nicholas Beckwith Iii. Nov 7, 2007 to Jan 19, 2010³⁴
Board memberJerrold B. Harris Nov 7, 2007 to Oct 17, 2017³⁵
Board memberKaren P. Robards Nov 7, 2007 to Oct 5, 2020³⁶
Board memberCarl W. Kester Nov 9, 2007 to now³⁷
Board memberHenry Gabbay Nov 9, 2007 to Jan 17, 2019³⁸
Board memberJames T. Flynn Nov 9, 2007 to Oct 19, 2015³⁹
Board memberRobert S. Salomon Jr. Nov 9, 2007 to Nov 9, 2007⁴⁰
Board memberRoscoe Suddarth Nov 9, 2007 to Nov 9, 2007⁴¹
Board memberAndrew Brimmer Dec 1, 2006 to Dec 1, 2006⁴²
Board memberFrank Fabozzi Dec 1, 2006 to Oct 4, 2022⁴³
Board memberKathleen F. Feldstein Dec 1, 2006 to Oct 19, 2015⁴⁴
Board memberKent Dixon Dec 1, 2006 to Sep 18, 2009⁴⁵
Board memberRichard Cavanagh Dec 1, 2006 to Oct 5, 2021⁴⁶
Board memberRob Kapito Dec 1, 2006 to Dec 1, 2006⁴⁷
Board memberRobert Glenn Hubbard Dec 1, 2006 to now⁴⁸

Former names

BLACKROCK CREDIT ALLOCATION INCOME TRUST IVNov 16, 2009 to Feb 4, 2013³
BlackRock Preferred & Equity Advantage TrustJul 2, 2007 to Oct 19, 2009³
BlackRock Preferred & Equity TrustOct 31, 2006 to Oct 31, 2006³

Timeline

Jan 21, 20258-K Other events⁴⁹
Feb 18, 2011New chief executive John Perlowski becomes CEO⁴
Oct 26, 2006Founded BLACKROCK CREDIT ALLOCATION INCOME TRUST is founded²

Filings

215 filings to the SEC since October 2021: 1 major events, 165 insider forms, 9 large holders, 40 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 CREDIT ALLOCATION INCOME TRUST EDGAR
Aug 26, 2026N-PX EDGAR
Aug 25, 2026NPORT-P EDGAR
Aug 5, 20263 EDGAR
Aug 5, 20264 EDGAR
Aug 5, 20264 EDGAR
Aug 3, 2026SCHEDULE 13G 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

The 215 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.

Bank of AmericaSCHEDULE 13G, 5 filings Jan 31, 2022 to Aug 3, 2026⁵⁰
SIT INVESTMENT ASSOCIATES INCSC 13G/A, 4 filings Feb 10, 2022 to Feb 6, 2024⁵¹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	5,313,606	$54.3M	0.0%	+196,890
Bank Of America Corp /de/	4,748,810	$48.5M	0.0%	+154,112
Guggenheim Capital LLC	1,853,133	$18.9M	0.1%	−66,646
Raymond James Financial Inc	1,490,582	$15.2M	0.0%	−21,670
Invesco Ltd.	1,257,966	$12.9M	0.0%	+11,440
Wells Fargo & Company/mn	976,930	$10.0M	0.0%	−31,403
Allspring Global Investments Holdings, LLC	877,138	$9.0M	0.0%	+259,937
Royal Bank Of Canada	799,205	$8.2M	0.0%	+36,985
Sowell Financial Services LLC	761,468	$7.8M	0.3%	+49,167
Capital Investment Advisors, LLC	668,720	$6.8M	0.1%	−60,592
UBS Group AG	571,839	$5.8M	0.0%	−23,426
LPL Financial LLC	567,816	$5.8M	0.0%	−299,827
D.a. Davidson & Co.	488,221	$5.0M	0.0%	+105,230
Rareview Capital LLC	420,186	$4.6M	2.6%	+52,274
Ameriprise Financial Inc	396,945	$4.1M	0.0%	+25,730
Envestnet Asset Management Inc	350,797	$3.6M	0.0%	+309,902
Steward Partners Investment Advisory, LLC	324,985	$3.3M	0.0%	+4,674
Cary Street Partners Financial LLC	324,822	$3.3M	0.1%	+23,041
Smith Asset Management Co., LLC	273,343	$2.8M	2.2%	−2,945
Thomas J. Herzfeld Advisors, Inc.	245,318	$2.5M	0.8%	New
Edgemoor Investment Advisors, Inc.	245,206	$2.5M	0.2%	−12,597
First Trust Advisors LP	223,860	$2.3M	0.0%	+14,177
Wolverine Asset Management LLC	163,008	$1.7M	0.1%	−31,081
Emissary Wealth LLC	133,636	$1.4M	1.0%	−146,053
Waterfront Wealth Inc.	122,488	$1.3M	0.2%	+6,066

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

Date	Member	Trade	Amount	Vs S&P since	Filing
Oct 9, 2020	Joe CourtneyDemocratic, House	Sale	$1,001 - $15,000	+154.6%	Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How BLACKROCK CREDIT ALLOCATION 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 CREDIT ALLOCATION INCOME TRUST¹
CIK0001379384
Incorporated inDelaware¹
Fiscal year endsOctober 31¹
Business address100 Bellevue Parkway, Mutual Fund Department, Wilmington, DE 19809¹
Phone888-825-2257¹
On EDGAR sinceOct 31, 2006¹
Filings1,102 in all: 4 (694), 3 (66), NPORT-P (28), N-Q (25), 40-17G (23), SC 13G/A (22), DEF 14A (20), N-CSR (20)¹
All 51 form types
N-CSRS (20), N-PX (20), DEFA14A (16), 425 (15), 4/A (13), NSAR-A (11), NSAR-B (11), N-CEN (9), SC 13G (9), 8-K (7), CORRESP (6), 3/A (5), 497 (5), 40-33 (4), 40-APP/A (4), N-2/A (4), N-PX/A (4), SC 13D/A (4), EFFECT (3), SC 13D (3), DEFR14A (2), DFAN14A (2), N-2 (2), N-23C-2 (2), PRE 14A (2), SC TO-I/A (2), SCHEDULE 13G (2), SCHEDULE 13G/A (2), 40-17G/A (1), 40-6C/A (1), 8-A12B (1), CERTNYS (1), DEFC14A (1), N-14 8C (1), N-14 8C/A (1), N-8A (1), N-CEN/A (1), N-CSR/A (1), NPORT-EX (1), POS EX (1), PREC14A (1), SC TO-C (1), SC TO-I (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
SEC EDGARBLACKROCK CREDIT ALLOCATION INCOME TRUST filings on SEC EDGAR
2
GLEIFBLACKROCK CREDIT ALLOCATION INCOME TRUST LEI record (WU48CSUCFTU86AQUYZ93)
3
SEC EDGARBLACKROCK CREDIT ALLOCATION INCOME TRUST filings on SEC EDGAR
4
SEC EDGARJohn Perlowski, Chief executive officer
5
SEC EDGARRalph Schlosstein, Chair
6
SEC EDGARRob Kapito, President
7
SEC EDGARTrent Walker, Chief financial officer
8
SEC EDGARNeal Andrews, Chief financial officer
9
SEC EDGARStephen Thomas Minar, Vice President
10
SEC EDGARAaron David Wasserman, Chief Compliance Officer
11
SEC EDGARJonathan Diorio, Vice President
12
SEC EDGARCharles Park, Chief Compliance Officer
13
SEC EDGARJaney Ahn, Secretary
14
SEC EDGARRobert Crothers, Vice President
15
SEC EDGARIra P. Shapiro, Secretary
16
SEC EDGARBrendan Kyne, Vice President
17
SEC EDGARHoward Surloff, Secretary
18
SEC EDGARJay M. Fife, Treasurer
19
SEC EDGARBrian P. Kindelan, Chief Compliance Officer
20
SEC EDGARAnne Ackerley, Vice President
21
SEC EDGARDonald C. Burke, Treasurer
22
SEC EDGARVincent Tritto, Secretary
23
SEC EDGARFrancis C. Mahoney, Board member
24
SEC EDGARArthur Philip Steinmetz, Board member
25
SEC EDGARJames Phillip Holloman, Board member
26
SEC EDGARStayce Harris, Board member
27
SEC EDGARLorenzo Flores, Board member
28
SEC EDGARRobert W. Fairbairn, Board member
29
SEC EDGARCatherine A. Lynch, Board member
30
SEC EDGARCynthia Egan, Board member
31
SEC EDGARMichael J. Castellano, Board member
32
SEC EDGARPaul Audet, Board member
33
SEC EDGARRalph Schlosstein, Board member
34
SEC EDGARGeorge Nicholas Beckwith Iii., Board member
35
SEC EDGARJerrold B. Harris, Board member
36
SEC EDGARKaren P. Robards, Board member
37
SEC EDGARCarl W. Kester, Board member
38
SEC EDGARHenry Gabbay, Board member
39
SEC EDGARJames T. Flynn, Board member
40
SEC EDGARRobert S. Salomon Jr., Board member
41
SEC EDGARRoscoe Suddarth, Board member
42
SEC EDGARAndrew Brimmer, Board member
43
SEC EDGARFrank Fabozzi, Board member
44
SEC EDGARKathleen F. Feldstein, Board member
45
SEC EDGARKent Dixon, Board member
46
SEC EDGARRichard Cavanagh, Board member
47
SEC EDGARRob Kapito, Board member
48
SEC EDGARRobert Glenn Hubbard, Board member
49
SEC EDGAROther events
50
SEC EDGARBank of America SCHEDULE 13G on BLACKROCK CREDIT ALLOCATION INCOME TRUST
51
SEC EDGARSIT INVESTMENT ASSOCIATES INC SC 13G/A on BLACKROCK CREDIT ALLOCATION INCOME TRUST