DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK INCOME TR INC (BKT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
63
Reporting holders
$149.6M
Reported value
0.0%
Calls
0.0%
Puts
-7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $58.1M | 5,419,312 | 1.10% | 15q | +10.1%+$5.4M |
| Karpus Management, Inc. | $19.6M | 1,828,427 | 0.56% | 4q | -1.2%-$242.5K |
| Vinva Investment Management Ltd | $13.2M | 13,916? | 0.09% | new | |
| GUGGENHEIM CAPITAL LLC | $10.7M | 1,002,268 | 0.07% | 15q | -15.3%-$1.9M |
| MORGAN STANLEY | $10.5M | 978,765 | 0.00% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 915,313 | 0.00% | 7q | -2.1%-$211.9K |
| BDF-GESTION | $5.5M | 3,662? | 0.74% | 7q | |
| LPL Financial LLC | $4.7M | 436,011 | 0.00% | 15q | -22.9%-$1.4M |
| MELFA WEALTH MANAGEMENT, INC. | $4.0M | 370,468 | 2.14% | 15q | HELD |
| Allspring Global Investments Holdings, LLC | $4.0M | 369,849 | 0.01% | 3q | +150.8%+$2.4M |
| Invesco Ltd. | $3.5M | 329,536 | 0.00% | 15q | +2.0%+$67.8K |
| Rock Point Advisors, LLC | $2.9M | 273,482 | 0.72% | 16q | +1.9%+$54.9K |
| 1607 Capital Partners, LLC | $2.8M | 258,316 | 0.24% | 6q | -7.0%-$209.1K |
| FIRST TRUST ADVISORS LP | $2.3M | 211,813 | 0.00% | 3q | +17.0%+$330.1K |
| Cetera Investment Advisers | $1.3M | 122,716 | 0.00% | 8q | -7.3%-$103.4K |
| RIVERBRIDGE PARTNERS LLC | $1.2M | 111,623 | 0.03% | 3q | +2.9%+$33.5K |
| Thrivent Financial for Lutherans | $1.2M | 107,656 | 0.00% | 15q | +7.0%+$75.0K |
| Private Advisor Group, LLC | $1.0M | 96,631 | 0.00% | 6q | -12.6%-$149.2K |
| OSAIC HOLDINGS, INC. | $822.8K | 76,750 | 0.00% | 15q | +34.8%+$212.3K |
| WELLS FARGO & COMPANY/MN | $698.1K | 65,118 | 0.00% | 15q | +11.2%+$70.2K |
| Pavaki Capital Management LLC | $684.0K | 63,810 | 0.24% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $569.6K | 53,132 | 0.00% | 3q | +130.7%+$322.7K |
| Ethos Financial Group, LLC | $498.1K | 46,462 | 0.03% | 6q | +3.0%+$14.5K |
| Chicago Partners Investment Group LLC | $484.2K | 47,284 | 0.01% | 6q | HELD |
| Savvy Advisors, Inc. | $466.7K | 43,539 | 0.01% | 2q | +1.9%+$8.8K |
| Arkadios Wealth Advisors | $457.9K | 42,718 | 0.01% | 15q | -1.6%-$7.5K |
| ENVESTNET ASSET MANAGEMENT INC | $449.5K | 41,930 | 0.00% | 2q | +8.9%+$36.8K |
| Ramiah Investment Group | $446.0K | 41,602 | 0.34% | 3q | +3.2%+$13.7K |
| Cambridge Investment Research Advisors, Inc. | $426.0K | 39,742 | 0.00% | 6q | +99.9%+$212.9K |
| UBS Group AG | $391.4K | 36,507 | 0.00% | 15q | -18.3%-$87.6K |
| Vectors Research Management, LLC | $376.0K | 35,076 | 0.10% | 15q | -4.2%-$16.6K |
| Noble Wealth Management PBC | $350.4K | 32,690 | 0.16% | 4q | -16.3%-$68.1K |
| Virtus Investment Advisers, LLC | $346.5K | 32,326 | 0.08% | 6q | -15.4%-$63.3K |
| Fortitude Advisory Group L.L.C. | $329.6K | 30,742 | 0.13% | 15q | +6.5%+$20.1K |
| ROYAL BANK OF CANADA | $307.0K | 28,608 | 0.00% | 15q | HELD |
| KERR FINANCIAL PLANNING Corp | $272.5K | 284? | 0.30% | 3q | |
| Shulman DeMeo Asset Management LLC | $271.5K | 25,325 | 0.05% | 2q | -3.0%-$8.4K |
| COURIER CAPITAL LLC | $261.3K | 24,379 | 0.01% | 13q | -1.1%-$2.9K |
| Quadcap Wealth Management, LLC | $243.1K | 22,681 | 0.02% | 6q | HELD |
| Focus Partners Wealth | $236.9K | 22,101 | 0.00% | 3q | HELD |
| Cresset Asset Management, LLC | $235.7K | 21,983 | 0.00% | 14q | HELD |
| NOMURA HOLDINGS INC | $214.4K | 20,000 | 0.00% | new | NEW |
| Aviance Capital Partners, LLC | $205.1K | 19,130 | 0.02% | 15q | +0.9%+$1.7K |
| AMERIPRISE FINANCIAL INC | $204.2K | 19,045 | 0.00% | 15q | -5.4%-$11.7K |
| BFC Planning, Inc. | $191.5K | 17,863 | 0.01% | 7q | +0.9%+$1.7K |
| FIFTH THIRD BANCORP | $175.4K | 16,359 | 0.00% | 2q | -0.9%-$1.5K |
| Tolleson Wealth Management, Inc. | $169.9K | 15,852 | 0.02% | 11q | -44.3%-$135.4K |
| BANK OF AMERICA CORP /DE/ | $166.1K | 15,493 | 0.00% | 15q | -15.6%-$30.6K |
| Kestra Advisory Services, LLC | $164.2K | 15,315 | 0.00% | 2q | +34.4%+$42.1K |
| Meadow Creek Wealth Advisors LLC | $164.1K | 15,306 | 0.10% | 11q | -1.7%-$2.9K |
| Baird Financial Group, Inc. | $145.6K | 13,579 | 0.00% | 4q | -2.3%-$3.4K |
| NewEdge Advisors, LLC | $139.8K | 13,041 | 0.00% | 11q | -0.8%-$1.1K |
| Steward Partners Investment Advisory, LLC | $137.1K | 12,790 | 0.00% | 15q | -75.3%-$417.9K |
| XTX Topco Ltd | $123.0K | 11,476 | 0.00% | new | NEW |
| UHLMANN PRICE SECURITIES, LLC | $120.9K | 11,280 | 0.00% | 3q | +2.4%+$2.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $119.4K | 11,135 | 0.00% | 15q | -2.9%-$3.6K |
| DT Investment Partners, LLC | $92.3K | 8,613 | 0.01% | 9q | HELD |
| Global Retirement Partners, LLC | $73.4K | 6,848 | 0.00% | 10q | +928.2%+$66.3K |
| Sankala Group LLC | $51.1K | 4,911 | 0.03% | 3q | +19.9%+$8.5K |
| Allworth Financial LP | $20.2K | 1,886 | 0.00% | 11q | -50.0%-$20.2K |
| IFG Advisory, LLC | $11.1K | 1,034 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $10.7K | 997 | 0.00% | 14q | HELD |
| HARBOUR INVESTMENTS, INC. | $9.0K | 840 | 0.00% | 2q | HELD |
| Institute for Wealth Management, LLC. | $5.3K | 495 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 279 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $1.2K | 108 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $2.6M | 268,672 | 1 | 2 | 1 | 0.0% |
| Q2 2026 | 63 | $149.6M | 13,960,366 | 5 | 22 | 24 | 0.0% |
| Q1 2026 | 70 | $147.8M | 13,961,810 | 11 | 18 | 24 | 0.0% |
| Q4 2025 | 72 | $162.2M | 14,687,389 | 16 | 27 | 16 | 0.0% |
| Q3 2025 | 67 | $103.4M | 9,192,943 | 18 | 19 | 14 | 0.0% |
| Q2 2025 | 59 | $104.2M | 8,867,403 | 6 | 16 | 15 | 0.0% |
| Q1 2025 | 53 | $103.1M | 8,706,058 | 12 | 14 | 13 | 0.0% |
| Q4 2024 | 50 | $79.1M | 6,864,359 | 4 | 13 | 16 | 0.0% |
| Q3 2024 | 50 | $98.1M | 7,304,949 | 4 | 14 | 16 | 0.0% |
| Q2 2024 | 54 | $91.0M | 7,628,309 | 8 | 15 | 15 | 0.0% |
| Q1 2024 | 58 | $104.8M | 8,805,840 | 2 | 17 | 20 | 0.0% |
| Q4 2023 | 62 | $109.3M | 8,975,850 | 10 | 16 | 18 | 0.0% |
| Q3 2023 | 55 | $96.6M | 8,496,358 | 8 | 18 | 16 | 0.0% |
| Q2 2023 | 57 | $103.5M | 8,504,027 | 4 | 17 | 21 | 0.0% |
| Q1 2023 | 62 | $107.7M | 8,548,207 | 11 | 21 | 16 | 0.0% |
| Q4 2022 | 58 | $102.5M | 8,304,363 | 54 | 0 | 2 | 0.0% |
| Q3 2022 | 75 | $153.6M | 37,093,621 | 9 | 23 | 20 | 0.0% |
| Q2 2022 | 85 | $176.8M | 38,939,080 | 15 | 24 | 23 | 0.0% |
| Q1 2022 | 79 | $197.3M | 38,492,658 | 16 | 24 | 18 | 0.0% |
| Q4 2021 | 78 | $136.2M | 24,101,914 | 9 | 19 | 18 | 0.0% |
| Q3 2021 | 78 | $133.8M | 21,930,571 | 9 | 22 | 19 | 0.0% |
| Q2 2021 | 77 | $143.6M | 22,651,721 | 9 | 24 | 14 | 0.0% |
| Q1 2021 | 74 | $139.3M | 22,798,909 | 9 | 24 | 17 | 0.0% |
| Q4 2020 | 74 | $144.9M | 23,875,159 | 4 | 26 | 12 | 0.0% |
| Q3 2020 | 78 | $160.4M | 26,294,634 | 4 | 25 | 17 | 0.0% |
| Q2 2020 | 79 | $190.7M | 30,899,515 | 14 | 17 | 21 | 0.0% |
| Q1 2020 | 75 | $181.9M | 31,571,317 | 10 | 16 | 27 | 0.0% |
| Q4 2019 | 75 | $197.7M | 32,674,698 | 6 | 25 | 14 | 0.0% |
| Q3 2019 | 69 | $208.5M | 34,288,486 | 5 | 21 | 18 | 0.0% |
| Q2 2019 | 71 | $212.9M | 35,184,361 | 10 | 18 | 19 | 0.0% |
| Q1 2019 | 65 | $219.7M | 36,951,326 | 6 | 20 | 15 | 0.0% |
| Q4 2018 | 69 | $207.7M | 36,830,872 | 1 | 1 | 0 | 0.0% |