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Equibles

Integrated Wealth Concepts LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1737109 WALTHAM, MA
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$168,067
+$2,034 QoQ
Shares Held
16,445
+0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 156 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BTZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names. BTZ ranks #109 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,638,614 $186,152,325
2 STT
State Street Corp
 581,003 $32,600,460
3 PHYS
Sprott Physical Gold Trust
 647,375 $19,531,303
4 BX
Blackstone Inc.
 60,802 $7,154,571
5 BLK
BlackRock, Inc.
 16,586 $4,689,934
6 MAIN
Main Street Capital CORP
 90,056 $4,672,105
7 BPRE
Bluerock Private Real Estate Fund
 301,045 $3,916,595
8 CEF
Sprott Physical Gold & Silver Trust
 84,650 $3,405,469

All Filings in BTZ

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $168,067 16,445
2026-03-31 $166,033 16,439
2025-12-31 $177,947 16,431
2025-09-30 $181,529 16,428
2025-06-30 $179,339 16,423
2025-03-31 $176,000 16,418
2024-12-31 $171,679 16,413
2024-09-30 $185,059 16,406
2024-06-30 $171,370 16,001
2024-03-31 $118,391 11,075
2023-12-31 $114,252 11,071
2023-09-30 $133,371 13,778
2023-06-30 $139,795 13,773
2023-03-31 $141,693 13,770
2022-12-31 $139,077 13,770